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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
MA
51
Mutual Advisors
Nebraska
$1.44M -$49.3K -483 -3%
GPA
52
Garrison Point Advisors
California
$1.39M
ST
53
Spinnaker Trust
Maine
$1.35M
HF
54
HRT Financial
New York
$1.31M +$1.38M +13,546 New
NA
55
NewEdge Advisors
Louisiana
$1.31M -$2.1M -20,600 -60%
Creative Planning
56
Creative Planning
Kansas
$1.22M -$40.3K -395 -3%
Truist Financial
57
Truist Financial
North Carolina
$1.22M +$13.9K +136 +1%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.21M -$1.63M -16,030 -56%
WCM
59
Whitener Capital Management
North Carolina
$1.14M +$1.43K +14 +0.1%
HNB
60
Huntington National Bank
Ohio
$1.11M
LCG
61
Lakeshore Capital Group
Illinois
$1.09M -$14.2K -139 -1%
KF
62
KKM Financial
Illinois
$1.09M
OWA
63
Outlook Wealth Advisors
Texas
$1.07M -$8.67K -85 -0.8%
AWM
64
Ameliora Wealth Management
Switzerland
$1.07M
P
65
&Partners
Tennessee
$1.02M -$1.53K -15 -0.1%
WAS
66
WESPAC Advisors SoCal
California
$1.02M -$20.9K -205 -2%
AOWM
67
Asset One Wealth Management
Washington
$1.01M +$15.2K +149 +2%
SB
68
Simmons Bank
Arkansas
$1.01M -$76.6K -751 -7%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.01M -$601K -5,894 -36%
GCA
70
Genesee Capital Advisors
New York
$1.01M -$400K -3,920 -27%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$1.01M +$102 +1 +0%
SA
72
Sanctuary Advisors
Indiana
$1M -$81.6K -800 -7%
EH
73
Equitable Holdings
New York
$1,000K -$35.3K -346 -3%
CPA
74
Capital Performance Advisors
California
$969K +$1.02M +10,000 New
Corient Private Wealth
75
Corient Private Wealth
Florida
$965K -$1.4M -13,758 -56%