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iShares US Consumer Discretionary ETF

251 hedge funds and large institutions have $730M invested in iShares US Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.52% less ownership

Funds ownership: 64.49%62.97% (-1.5%)

3% less funds holding

Funds holding: 258251 (-7)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

29% less capital invested

Capital invested by funds: $1.03B → $730M (-$295M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
63
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Canvas Wealth Advisors
Kansas
$541K
WTC
102
WhitTier Trust Company
Nevada
$539K
EWA
103
EP Wealth Advisors
California
$535K -$59.3K -581 -10%
PWW
104
Pettyjohn Wood & White
Virginia
$533K
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$531K +$7.75K +76 +1%
ZF
106
Zhang Financial
Michigan
$519K +$268K +2,623 +96%
CB
107
Commerce Bank
Missouri
$512K
CF
108
Centaurus Financial
California
$509K -$23.5K -230 -4%
CIA
109
Concurrent Investment Advisors
Florida
$504K -$1.43K -14 -0.3%
VCM
110
Vivaldi Capital Management
Illinois
$491K -$408 -4 -0.1%
MC
111
Moors & Cabot
Massachusetts
$484K -$88K -863 -15%
CCM
112
Coldstream Capital Management
Washington
$478K
CFG
113
Citizens Financial Group
Rhode Island
$476K
PIMG
114
Patriot Investment Management Group
Tennessee
$470K
OCPWS
115
One Charles Private Wealth Services
Massachusetts
$469K +$9.79K +96 +2%
PCIA
116
Prime Capital Investment Advisors
Kansas
$464K -$67.3K -660 -12%
GIA
117
Gladstone Institutional Advisory
Florida
$445K -$75.9K -744 -14%
BPA
118
Beacon Pointe Advisors
California
$438K +$109K +1,070 +31%
SS
119
Sunbelt Securities
Texas
$436K -$1.35M -13,268 -75%
CA
120
CoreCap Advisors
Michigan
$435K -$1.47M -14,398 -76%
ASN
121
Advisory Services Network
Georgia
$434K -$13M -127,156 -97%
GWM
122
Geneos Wealth Management
Colorado
$430K
Baird Financial Group
123
Baird Financial Group
Wisconsin
$420K +$8.57K +84 +2%
NSIM
124
North Star Investment Management
Illinois
$418K +$204 +2 +0%
SEI Investments
125
SEI Investments
Pennsylvania
$415K +$436K +4,278 New