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iShares US Consumer Discretionary ETF

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 28 closing their positions.

Holders
210
Holders Change
-10
Holders Change %
-4.55%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
76
Patten & Patten
Tennessee
$670K -$12.6K -155 -2%
Creative Planning
77
Creative Planning
Kansas
$667K +$10.8K +133 +2%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$649K +$94K +1,156 +17%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$619K +$13.8K +170 +2%
SCG
80
Sonata Capital Group
Washington
$617K
LWM
81
Laidlaw Wealth Management
New York
$597K +$13.7K +168 +2%
PS
82
Principal Securities
Iowa
$589K +$14.1K +173 +2%
SPC
83
Sigma Planning Corp
Michigan
$569K -$7.48K -92 -1%
WCM
84
WealthBridge Capital Management
Ohio
$552K -$81.3K -1,000 -13%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$543K +$13K +160 +2%
LSA
86
L & S Advisors
California
$533K -$1.06K -13 -0.2%
HFW
87
Horizon Family Wealth
Illinois
$533K
GS
88
GTS Securities
New York
$531K +$264K +3,250 +99%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$530K -$800K -9,625 -60%
William Blair & Company
90
William Blair & Company
Illinois
$523K +$146K +1,800 +39%
SXL
91
Summit X LLC
Missouri
$516K -$13.6K -167 -3%
NA
92
Navellier & Associates
Nevada
$479K -$30.5K -375 -6%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$477K -$6.42K -79 -1%
SA
94
Sanctuary Advisors
Indiana
$472K +$472K +6,027 New
SFI
95
SPC Financial Inc
Maryland
$471K -$27.6K -340 -6%
ASN
96
Advisory Services Network
Georgia
$468K -$113K -1,396 -20%
TRCT
97
Tower Research Capital (TRC)
New York
$460K +$450K +5,542 +4,697%
BRWA
98
B. Riley Wealth Advisors
Florida
$458K -$19.3K -237 -4%
CWA
99
Canvas Wealth Advisors
Kansas
$454K
Mariner
100
Mariner
Kansas
$453K -$18.6K -229 -4%