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iShares US Consumer Discretionary ETF

214 hedge funds and large institutions have $522M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$735K -$58.4K -771 -7%
CIA
77
Capital Investment Advisors
Georgia
$733K -$10.2K -135 -1%
TW
78
Transform Wealth
Colorado
$729K -$71.7K -946 -9%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$728K +$76 +1 +0%
FTUS
80
Flow Traders U.S.
New York
$725K +$725K +9,566 New
CCFM
81
Clear Creek Financial Management
Washington
$710K +$710K +9,365 New
AHC
82
Adell Harriman & Carpenter
Texas
$690K
M&T Bank
83
M&T Bank
New York
$658K
WCM
84
WealthBridge Capital Management
Ohio
$645K +$227 +3 +0%
Renaissance Technologies
85
Renaissance Technologies
New York
$644K +$136K +1,800 +27%
HTC
86
Haverford Trust Company
Pennsylvania
$634K
HNB
87
Huntington National Bank
Ohio
$632K -$576K
Creative Planning
88
Creative Planning
Kansas
$611K +$6.44K +85 +1%
Comerica Bank
89
Comerica Bank
Texas
$596K +$450K +5,942 +308%
DC
90
Davenport & Co
Virginia
$592K -$52K -686 -8%
PP
91
Patten & Patten
Tennessee
$584K -$4.55K -60 -0.8%
SCG
92
Sonata Capital Group
Washington
$576K -$114K -1,500 -16%
LWM
93
Laidlaw Wealth Management
New York
$543K +$16.8K +222 +3%
PS
94
Principal Securities
Iowa
$524K +$524K +6,910 New
MWM
95
Meridian Wealth Management
Kentucky
$499K -$499K -6,587 -50%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$494K +$26.4K +348 +6%
SXL
97
Summit X LLC
Missouri
$493K -$15.2K -202 -3%
SFI
98
SPC Financial Inc
Maryland
$474K -$51.5K -680 -10%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$469K -$6.37K -84 -1%
NA
100
Navellier & Associates
Nevada
$457K +$457K +6,038 New