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iShares US Consumer Discretionary ETF

148 hedge funds and large institutions have $436M invested in iShares US Consumer Discretionary ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
46
Reduced
57
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.8M +$14K +308 +0.5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.7M -$6.96M -152,032 -72%
AG
28
Advisor Group
Arizona
$2.59M +$64.2K +1,408 +3%
OWD
29
Osborn Williams & Donohoe
Ohio
$2.23M
SCA
30
Stillwater Capital Advisors
Pennsylvania
$2.22M +$15.9K +348 +0.7%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.09M -$802K -17,600 -28%
WA
32
WESPAC Advisors
California
$1.94M +$740K +16,232 +61%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.94M +$36.5K +800 +2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.91M +$507K +11,112 +36%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.73M -$320K -7,024 -16%
SI
36
Stephens Inc
Arkansas
$1.71M -$130K -2,860 -7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.61M +$3.1K +68 +0.2%
Stifel Financial
38
Stifel Financial
Missouri
$1.5M +$374K +8,228 +33%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$1.41M
AI
40
Atria Investments
North Carolina
$1.27M +$1.27M +27,900 New
SC
41
Scotia Capital
Ontario, Canada
$1.25M +$41.1K +936 +3%
EWA
42
EP Wealth Advisors
California
$1.07M -$512K -11,228 -32%
TW
43
Transform Wealth
Colorado
$1.01M -$3.35M -73,580 -77%
RGIA
44
Rainier Group Investment Advisory
Washington
$1M
PIA
45
Peachtree Investment Advisors
Georgia
$981K +$134K +2,940 +16%
HNB
46
Huntington National Bank
Ohio
$975K -$1.03M
AIM
47
Anchor Investment Management
South Carolina
$967K -$20.8K -456 -2%
GLA
48
Great Lakes Advisors
Illinois
$920K -$23.7K -520 -3%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$912K -$18.2K -400 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$818K +$25.7K +564 +3%