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iShares US Consumer Discretionary ETF

202 hedge funds and large institutions have $734M invested in iShares US Consumer Discretionary ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 20 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
15
Increased
65
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCG
76
Sonata Capital Group
Washington
$819K 10,596 -1,200 -10%
BAAM
77
Baker Avenue Asset Management
California
$819K 10,605 +431 +4%
DWM
78
Dakota Wealth Management
Florida
$773K 9,994 -88 -0.9%
CIA
79
Capital Investment Advisors
Georgia
$760K 9,831 -5 -0.1%
CFA
80
Carroll Financial Associates
North Carolina
$749K 9,692 +878 +10%
AHC
81
Adell Harriman & Carpenter
Texas
$728K 9,412 -220 -2%
GCA
82
Genesee Capital Advisors
New York
$720K 9,308 +9,308 New
CWA
83
Canvas Wealth Advisors
Kansas
$666K 8,620
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$643K 8,319 +2,023 +32%
PP
85
Patten & Patten
Tennessee
$629K 8,132
MIFH
86
Migdal Insurance & Financial Holdings
Israel
$618K 7,995 -4,700 -37%
Creative Planning
87
Creative Planning
Kansas
$608K 7,868 -5,484 -41%
IWM
88
IHT Wealth Management
Illinois
$608K 7,860 +190 +2%
IWA
89
IBEX Wealth Advisors
New Jersey
$608K 7,866 +731 +10%
SS
90
Sunbelt Securities
Texas
$581K 7,539
HighTower Advisors
91
HighTower Advisors
Illinois
$573K 7,406 -581 -7%
SCM
92
Southport Capital Management
Tennessee
$565K 7,312 -7,492 -51%
EWA
93
EP Wealth Advisors
California
$563K 7,281 -839 -10%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$547K 7,087 -701 -9%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$536K 6,937 -1 -0%
LWAC
96
Laurel Wealth Advisors (California)
California
$535K 6,918 +820 +13%
LA
97
Latitude Advisors
Florida
$535K 6,918 +3,459 +100%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$535K 6,915 +6,915 New
PAMG
99
Patton Albertson Miller Group
Tennessee
$516K 6,676 +6,676 New
SI
100
Stephens Inc
Arkansas
$487K 6,295 +7 +0.1%