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iShares US Consumer Discretionary ETF

190 hedge funds and large institutions have $360M invested in iShares US Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
48
Reduced
54
Closed
16
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$4K
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$774K 10,880 -110 -1%
CIA
52
Capital Investment Advisors
Georgia
$698K 9,804
SCG
53
Sonata Capital Group
Washington
$690K 9,696 -400 -4%
Stifel Financial
54
Stifel Financial
Missouri
$690K 9,689 -189 -2%
SS
55
Sunbelt Securities
Texas
$664K 9,335 +250 +3%
AHC
56
Adell Harriman & Carpenter
Texas
$654K 9,112
Fidelity Investments
57
Fidelity Investments
Massachusetts
$650K 9,140 +233 +3%
Creative Planning
58
Creative Planning
Kansas
$632K 8,887 +883 +11%
M&T Bank
59
M&T Bank
New York
$618K 8,683 +2,682 +45%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$617K 8,669 +88 +1%
HNB
61
Huntington National Bank
Ohio
DC
62
Davenport & Co
Virginia
$614K 8,632 -2,348 -21%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$596K 8,371 +797 +11%
HTC
64
Haverford Trust Company
Pennsylvania
$596K 8,370
WCM
65
WealthBridge Capital Management
Ohio
$591K 8,305 -440 -5%
PAG
66
Private Advisor Group
New Jersey
$575K 8,075 -961 -11%
BWP
67
Balboa Wealth Partners
Arizona
$570K 8,016 +8,016 New
Marshall Wace
68
Marshall Wace
United Kingdom
$569K 7,991 +7,991 New
PP
69
Patten & Patten
Tennessee
$553K 7,772 -45 -0.6%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$548K 7,697 +1,404 +22%
LWM
71
Laidlaw Wealth Management
New York
$522K 7,329 -835 -10%
SFI
72
SPC Financial Inc
Maryland
$505K 7,093 -641 -8%
GCP
73
GSA Capital Partners
United Kingdom
$486K 6,825 -975 -13%
SXL
74
Summit X LLC
Missouri
$481K 6,756 +6,756 New
MWM
75
Meridian Wealth Management
Kentucky
$469K 6,589