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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
BCWM
76
Bartlett & Co Wealth Management
Ohio
$922K
CIA
77
Capital Investment Advisors
Georgia
$878K -$1.53K -15 -0.2%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$876K +$59.3K +581 +7%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$848K +$359K +3,524 +68%
AIM
80
Anchor Investment Management
South Carolina
$823K +$1.12K +11 +0.1%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$813K +$490K +4,809 +135%
HTC
82
Haverford Trust Company
Pennsylvania
$811K
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$768K
AR
84
Apeiron RIA
Texas
$746K -$16.3K -160 -2%
PAG
85
Private Advisor Group
New Jersey
$732K +$25.6K +251 +3%
RWM
86
Redstone Wealth Management
Oklahoma
$732K -$13K -127 -2%
FFA
87
Farther Finance Advisors
California
$732K +$176K +1,723 +30%
PAMG
88
Patton Albertson Miller Group
Tennessee
$732K
IWA
89
IBEX Wealth Advisors
New Jersey
$730K +$768K +7,527 New
AI
90
Atria Investments
North Carolina
$706K -$14.3K -140 -2%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$702K +$738K +7,238 New
DC
92
Davenport & Co
Virginia
$675K -$754K -7,389 -51%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$660K -$18.8K -184 -3%
SCG
94
Sonata Capital Group
Washington
$639K
Bank of New York Mellon
95
Bank of New York Mellon
New York
$636K +$428K +4,196 +177%
SIM
96
Samara Investment Management
Oregon
$634K +$667K +6,544 New
SEIA
97
Signature Estate & Investment Advisors
California
$614K +$918 +9 +0.1%
AIM
98
Allen Investment Management
New York
$607K
CPC
99
Cookson Peirce & Co
Pennsylvania
$600K +$21.7K +213 +4%
M&T Bank
100
M&T Bank
New York
$582K -$102 -1 -0%