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iShares US Consumer Discretionary ETF

166 hedge funds and large institutions have $530M invested in iShares US Consumer Discretionary ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
34
Increased
43
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$299K +$40.1K +732 +15%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$288K +$18.4K +336 +7%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$281K -$123K -2,240 -30%
William Blair & Company
104
William Blair & Company
Illinois
$278K +$657 +12 +0.2%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$274K
PNC
106
Park National Corp
Ohio
$269K -$54.7K -1,000 -17%
DY
107
Dowling & Yahnke
California
$263K -$12.1K -220 -4%
HighTower Advisors
108
HighTower Advisors
Illinois
$256K
Marshall Wace
109
Marshall Wace
United Kingdom
$253K -$58.3K -1,064 -19%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$253K -$5.48K -100 -2%
AW
111
ACG Wealth
Georgia
$249K
SIC
112
Samalin Investment Counsel
New York
$247K +$247K +4,512 New
NSIM
113
North Star Investment Management
Illinois
$241K
SAM
114
Strategy Asset Managers
California
$234K +$234K +4,280 New
BDWM
115
Brewin Dolphin Wealth Management
Ireland
$228K
VFA
116
Voya Financial Advisors
Connecticut
$225K +$225K +4,144 New
CSIC
117
Clifford Swan Investment Counsel
California
$219K +$219K +4,000 New
EBSAM
118
Eubel Brady & Suttman Asset Management
Ohio
$219K +$219K +4,000 New
SFG
119
Sowa Financial Group
Rhode Island
$218K -$876 -16 -0.4%
AMG
120
Advisors Management Group
Wisconsin
$209K +$209K +3,816 New
SBSB
121
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K
LWM
122
Laidlaw Wealth Management
New York
$203K +$203K +3,716 New
BFA
123
Beacon Financial Advisory
Ohio
$203K +$203K +3,720 New
KPW
124
Kore Private Wealth
New York
$194K +$29.8K +544 +18%
CAN
125
Cetera Advisor Networks
California
$152K +$152K +2,776 New