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iShares US Consumer Discretionary ETF

250 hedge funds and large institutions have $2.04B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
250
Holders Change
+39
Holders Change %
+18.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
54
Increased
71
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Ameliora Wealth Management
Switzerland
$1.06M +$1.06M +11,000 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.03M -$14.8K -154 -1%
SA
78
Sanctuary Advisors
Indiana
$1.02M -$722K -7,141 -41%
HNB
79
Huntington National Bank
Ohio
$1.01M -$968K
USCWA
80
U.S. Capital Wealth Advisors
Texas
$990K +$990K +10,297 New
P
81
&Partners
Tennessee
$988K +$988K +10,202 New
KF
82
KKM Financial
Illinois
$983K
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$958K +$958K +9,960 New
AIM
84
Anchor Investment Management
South Carolina
$905K -$20.1K -209 -2%
CIA
85
Capital Investment Advisors
Georgia
$904K +$96 +1 +0%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$861K -$41.5K -432 -5%
YCG
87
Yeomans Consulting Group
Georgia
$852K +$852K +8,864 New
Creative Planning
88
Creative Planning
Kansas
$845K +$12.6K +131 +2%
M&T Bank
89
M&T Bank
New York
$835K
AHC
90
Adell Harriman & Carpenter
Texas
$823K
Bank of New York Mellon
91
Bank of New York Mellon
New York
$816K +$286K +2,979 +54%
Comerica Bank
92
Comerica Bank
Texas
$811K -$5.96K -62 -0.7%
HTC
93
Haverford Trust Company
Pennsylvania
$805K
PP
94
Patten & Patten
Tennessee
$772K -$18.7K -195 -2%
WA
95
WESPAC Advisors
California
$749K +$749K +7,792 New
PS
96
Principal Securities
Iowa
$742K -$3.94K -41 -0.5%
FIA
97
Foundations Investment Advisors
Arizona
$727K +$727K +7,567 New
LWM
98
Laidlaw Wealth Management
New York
$718K -$5.77K -60 -0.8%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$684K +$337K +3,510 +98%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$672K +$29K +301 +5%