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iShares US Consumer Discretionary ETF

251 hedge funds and large institutions have $730M invested in iShares US Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.52% less ownership

Funds ownership: 64.49%62.97% (-1.5%)

3% less funds holding

Funds holding: 258251 (-7)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

29% less capital invested

Capital invested by funds: $1.03B → $730M (-$295M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
63
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAFS
26
S&A Financial Services
Kansas
$3.44M +$3.62M +35,528 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.38M -$393K -3,849 -10%
AQR Capital Management
28
AQR Capital Management
Connecticut
$3.31M +$3.2M +31,400 +1,152%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$3.28M +$231K +2,267 +7%
BlackRock
30
BlackRock
New York
$3.11M -$631K -6,192 -16%
SCA
31
Southern Capital Advisors
Tennessee
$3.02M -$1.16M -11,342 -27%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.98M +$66.4K +651 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.98M -$731K -7,163 -19%
CCA
34
Cottonwood Capital Advisors
Utah
$2.97M +$382K +3,742 +14%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.69M -$904K -8,861 -24%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$2.56M +$640K +6,271 +30%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.33M +$1.1M +10,789 +81%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$2.12M -$456K -4,476 -17%
ANTB
39
AMG National Trust Bank
Colorado
$2.07M +$959K +9,402 +79%
TW
40
TritonPoint Wealth
Maryland
$1.94M -$32.9K -323 -2%
SFPG
41
Stonebridge Financial Planning Group
Florida
$1.92M -$98.3K -964 -5%
PP
42
Patten & Patten
Tennessee
$1.81M -$2.55K -25 -0.1%
TRCT
43
Tower Research Capital (TRC)
New York
$1.77M +$1.87M +18,288 New
Citigroup
44
Citigroup
New York
$1.75M +$1.18M +11,611 +181%
Mariner
45
Mariner
Kansas
$1.73M -$65.3K -640 -3%
AC
46
AlphaCore Capital
California
$1.66M -$16.8M -164,747 -91%
GS
47
GTS Securities
New York
$1.66M +$734K +7,200 +73%
Stifel Financial
48
Stifel Financial
Missouri
$1.49M -$15.3M -149,573 -91%
QCM
49
Quantinno Capital Management
New York
$1.46M +$424K +4,162 +38%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.45M +$44.2K +433 +3%