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iShares US Consumer Discretionary ETF

176 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
34
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
26
Stillwater Capital Advisors
Pennsylvania
$2.71M -$73.7K -1,292 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.63M -$98.4K -1,724 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.12M -$10.3K -180 -0.5%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.04M +$5.25K +92 +0.3%
Stifel Financial
30
Stifel Financial
Missouri
$1.9M +$23.3K +408 +1%
EH
31
Equitable Holdings
New York
$1.9M +$1.9M +33,224 New
MA
32
Mutual Advisors
Nebraska
$1.87M +$1.43M +25,116 +330%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.7M -$1.19M -20,920 -41%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$1.59M +$1.59M +27,836 New
WWM
35
WJ Wealth Management
Arizona
$1.45M +$1.45M +25,412 New
AG
36
Advisor Group
Arizona
$1.45M -$7.78M -136,184 -84%
SPIA
37
Steward Partners Investment Advisory
New York
$1.32M +$338K +5,924 +34%
RGIA
38
Rainier Group Investment Advisory
Washington
$1.26M
EWA
39
EP Wealth Advisors
California
$1.14M -$9.13K -160 -0.8%
SC
40
Scotia Capital
Ontario, Canada
$1.02M -$8.21K -144 -0.8%
BAAM
41
Baker Avenue Asset Management
California
$1.02M +$161K +2,828 +19%
HNB
42
Huntington National Bank
Ohio
$1.01M -$1.01M
GPA
43
Garrison Point Advisors
California
$960K +$11.4K +200 +1%
GLA
44
Great Lakes Advisors
Illinois
$943K -$29.7K -520 -3%
SCM
45
Southport Capital Management
Tennessee
$930K -$2.28K -40 -0.2%
SB
46
Simmons Bank
Arkansas
$927K
OWA
47
Outlook Wealth Advisors
Texas
$889K -$935K -16,372 -51%
WCM
48
Whitener Capital Management
North Carolina
$888K -$103K -1,800 -10%
AIM
49
Anchor Investment Management
South Carolina
$875K -$3.88K -68 -0.4%
ST
50
Spinnaker Trust
Maine
$846K