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iShares US Consumer Discretionary ETF

176 hedge funds and large institutions have $573M invested in iShares US Consumer Discretionary ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.56%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
23
Increased
50
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
51
WESPAC Advisors
California
$943K -$105K -1,680 -10%
SCM
52
Southport Capital Management
Tennessee
$937K
GCA
53
Genesee Capital Advisors
New York
$932K +$32.5K +520 +4%
AIM
54
Anchor Investment Management
South Carolina
$926K -$30K -480 -3%
NA
55
NewEdge Advisors
Louisiana
$913K +$22.5K +360 +3%
WCM
56
Whitener Capital Management
North Carolina
$880K
ST
57
Spinnaker Trust
Maine
$870K
NF
58
Nikulski Financial
Iowa
$840K +$59.5K +952 +8%
WDL
59
Well Done LLC
Michigan
$837K -$9.75K -156 -1%
ANTB
60
AMG National Trust Bank
Colorado
$819K
HNB
61
Huntington National Bank
Ohio
$749K -$883K
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$728K +$40.1K +648 +6%
BAAM
63
Baker Avenue Asset Management
California
$723K -$3K -48 -0.4%
SCG
64
Sonata Capital Group
Washington
$719K +$719K +11,496 New
GT
65
Glenview Trust
Kentucky
$693K -$211K -3,380 -23%
WCM
66
WealthBridge Capital Management
Ohio
$692K -$18.8K -300 -3%
DC
67
Davenport & Co
Virginia
$690K +$125K +2,000 +22%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$677K +$155K +2,488 +30%
NA
69
Navellier & Associates
Nevada
$675K -$242K -3,880 -26%
AHC
70
Adell Harriman & Carpenter
Texas
$665K
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$645K -$76.1K -1,216 -11%
DWM
72
Dakota Wealth Management
Florida
$642K -$11.5K -184 -2%
EWA
73
EP Wealth Advisors
California
$639K -$65.1K -1,040 -9%
IFS
74
Ifrah Financial Services
Arkansas
$636K -$11.5K -184 -2%
WAS
75
WESPAC Advisors SoCal
California
$635K +$54.2K +840 +9%