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iShares US Consumer Discretionary ETF

166 hedge funds and large institutions have $530M invested in iShares US Consumer Discretionary ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
34
Increased
43
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
51
Anchor Investment Management
South Carolina
$838K
SCM
52
Southport Capital Management
Tennessee
$821K -$14.5K -264 -2%
NA
53
Navellier & Associates
Nevada
$804K +$804K +14,684 New
GT
54
Glenview Trust
Kentucky
$792K +$363K +6,632 +85%
GCA
55
Genesee Capital Advisors
New York
$788K +$22.8K +416 +3%
NA
56
NewEdge Advisors
Louisiana
$781K +$22.8K +416 +3%
WCM
57
Whitener Capital Management
North Carolina
$770K
ST
58
Spinnaker Trust
Maine
$762K
WDL
59
Well Done LLC
Michigan
$742K +$61.1K +1,116 +9%
ANTB
60
AMG National Trust Bank
Colorado
$717K +$717K +13,100 New
NF
61
Nikulski Financial
Iowa
$684K +$203K +3,700 +42%
BAAM
62
Baker Avenue Asset Management
California
$636K +$36.6K +668 +6%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$631K
WCM
64
WealthBridge Capital Management
Ohio
$622K +$22.3K +408 +4%
EWA
65
EP Wealth Advisors
California
$616K -$435K -7,948 -41%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$609K +$9.2K +168 +2%
AHC
67
Adell Harriman & Carpenter
Texas
$582K
CIA
68
Capital Investment Advisors
Georgia
$577K
DWM
69
Dakota Wealth Management
Florida
$573K
IFS
70
Ifrah Financial Services
Arkansas
$568K -$19.7K -360 -3%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$544K -$320K -5,848 -37%
CS
72
Comerica Securities
Michigan
$540K -$59.8K -1,092 -10%
PAG
73
Private Advisor Group
New Jersey
$537K -$4.6K -84 -0.8%
WAS
74
WESPAC Advisors SoCal
California
$514K +$105K +1,840 +26%
TRCT
75
Tower Research Capital (TRC)
New York
$503K +$496K +9,052 +7,543%