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iShares US Consumer Discretionary ETF

178 hedge funds and large institutions have $317M invested in iShares US Consumer Discretionary ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+9
Holders Change %
+5.33%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
41
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
51
Sonata Capital Group
Washington
$581K
CIA
52
Capital Investment Advisors
Georgia
$558K
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$557K +$58.3K +1,024 +12%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$540K +$161K +2,833 +43%
Eagle Capital Management (New York)
55
Eagle Capital Management (New York)
New York
$538K +$538K +9,444 New
HNB
56
Huntington National Bank
Ohio
$538K -$550K
AHC
57
Adell Harriman & Carpenter
Texas
$525K
WCM
58
WealthBridge Capital Management
Ohio
$521K -$12.2K -215 -2%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$514K -$8.72K -153 -2%
AR
60
Apeiron RIA
Texas
$495K
SS
61
Sunbelt Securities
Texas
$482K -$23.9K -419 -5%
IWA
62
IBEX Wealth Advisors
New Jersey
$477K +$12.1K +212 +3%
HTC
63
Haverford Trust Company
Pennsylvania
$477K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$473K +$8.65K +152 +2%
WWM
65
WJ Wealth Management
Arizona
$472K -$68.4K -1,200 -13%
SFI
66
SPC Financial Inc
Maryland
$470K -$67.2K -1,180 -13%
CWA
67
Canvas Wealth Advisors
Kansas
$466K
PP
68
Patten & Patten
Tennessee
$450K -$1.71K -30 -0.4%
IA
69
IFP Advisors
Florida
$425K
AWS
70
Atria Wealth Solutions
New York
$419K -$117K -2,047 -22%
Creative Planning
71
Creative Planning
Kansas
$404K -$5.75K -101 -1%
KAS
72
Kestra Advisory Services
Texas
$401K +$109K +1,911 +37%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$390K -$92.5K -1,624 -19%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$388K +$388K +6,818 New
CAN
75
Cetera Advisor Networks
California
$384K -$34.4K -604 -8%