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iShares US Consumer Discretionary ETF

187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
42
Reduced
55
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HTC
76
Haverford Trust Company
Pennsylvania
$560K 8,370
Creative Planning
77
Creative Planning
Kansas
$534K 7,981 -906 -10%
PP
78
Patten & Patten
Tennessee
$520K 7,772
KWA
79
Kellett Wealth Advisors
Ohio
$475K 7,088 +7,088 New
LWM
80
Laidlaw Wealth Management
New York
$465K 6,951 -378 -5%
SFI
81
SPC Financial Inc
Maryland
$464K 6,933 -160 -2%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$462K 6,908 +6,797 +6,123%
SXL
83
Summit X LLC
Missouri
$451K 6,737 -19 -0.3%
Renaissance Technologies
84
Renaissance Technologies
New York
$449K 6,700 +6,700 New
CAN
85
Cetera Advisor Networks
California
$428K 6,392 +322 +5%
TRCT
86
Tower Research Capital (TRC)
New York
$425K 6,353 +5,578 +720%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$420K 6,269 +205 +3%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$413K 6,174 +149 +2%
BRWA
89
B. Riley Wealth Advisors
Florida
$394K 5,878 +1,044 +22%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$386K 5,772 +408 +8%
WTC
91
WhitTier Trust Company
Nevada
$370K 5,520
PWW
92
Pettyjohn Wood & White
Virginia
$368K 5,500
CB
93
Commerce Bank
Missouri
$360K 5,375
CWA
94
Canvas Wealth Advisors
Kansas
$360K 5,584 -50 -0.9%
HFW
95
Horizon Family Wealth
Illinois
$353K 5,279 +69 +1%
TFS
96
Thoroughbred Financial Services
Tennessee
$353K 5,282 +619 +13%
PIMG
97
Patriot Investment Management Group
Tennessee
$349K 5,220
BC
98
Bartlett & Co
Ohio
$347K 5,168
BCWM
99
Bartlett & Co Wealth Management
Ohio
$347K 5,168
MIH
100
Meitav Investment House
Israel
$346K 5,150 -1,300 -20%