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iShares US Consumer Discretionary ETF

236 hedge funds and large institutions have $844M invested in iShares US Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-14
Holders Change %
-5.6%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
73
Reduced
61
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
76
Tudor Financial
Ohio
$989K -$13.8K -156 -1%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$984K -$58.2K -659 -6%
AWM
78
Ameliora Wealth Management
Switzerland
$972K
USCWA
79
U.S. Capital Wealth Advisors
Texas
$958K +$48.9K +554 +5%
WC
80
Westwind Capital
New Mexico
$952K +$952K +10,775 New
KF
81
KKM Financial
Illinois
$933K +$29.8K +337 +3%
HNB
82
Huntington National Bank
Ohio
$932K -$1.01M
IWA
83
IBEX Wealth Advisors
New Jersey
$929K -$1.2M -13,581 -56%
P
84
&Partners
Tennessee
$922K +$24.2K +275 +3%
AIM
85
Anchor Investment Management
South Carolina
$832K
VCM
86
Virtue Capital Management
Tennessee
$831K -$146K -1,648 -15%
CIA
87
Capital Investment Advisors
Georgia
$831K +$177 +2 +0%
AI
88
Atria Investments
North Carolina
$788K +$591K +6,689 +300%
Creative Planning
89
Creative Planning
Kansas
$787K +$10.9K +123 +1%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$779K -$11.5K -130 -1%
GCA
91
Genesee Capital Advisors
New York
$771K +$522K +5,910 +210%
M&T Bank
92
M&T Bank
New York
$767K
SPIA
93
Steward Partners Investment Advisory
New York
$764K -$570K -6,456 -43%
PCIA
94
Prime Capital Investment Advisors
Kansas
$762K +$280K +3,169 +58%
HF
95
HRT Financial
New York
$756K +$756K +8,568 New
PS
96
Principal Securities
Iowa
$742K
HTC
97
Haverford Trust Company
Pennsylvania
$739K
PP
98
Patten & Patten
Tennessee
$694K -$14.6K -165 -2%
Comerica Bank
99
Comerica Bank
Texas
$671K -$74.3K -841 -10%
MWA
100
Muirfield Wealth Advisors
North Carolina
$634K +$634K +7,179 New