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iShares US Consumer Discretionary ETF

176 hedge funds and large institutions have $573M invested in iShares US Consumer Discretionary ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.56%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
23
Increased
50
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
101
Pettyjohn Wood & White
Virginia
$352K
RWA
102
Redhawk Wealth Advisors
Minnesota
$352K +$352K +5,632 New
BFEC
103
Benjamin F. Edwards & Company
Missouri
$347K +$17.8K +284 +5%
WTC
104
WhitTier Trust Company
Nevada
$345K
OPS
105
Orion Portfolio Solutions
Nebraska
$335K +$335K +5,352 New
SS
106
Simplicity Solutions
Minnesota
$331K -$23K -368 -7%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$321K -$250 -4 -0.1%
SAM
108
Strategy Asset Managers
California
$319K +$51.3K +820 +19%
William Blair & Company
109
William Blair & Company
Illinois
$318K
BFG
110
Barber Financial Group
Kansas
$315K +$315K +5,032 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$313K
CF
112
Centaurus Financial
California
$312K +$166K +2,648 +113%
HighTower Advisors
113
HighTower Advisors
Illinois
$308K +$13.8K +220 +5%
SIC
114
Samalin Investment Counsel
New York
$302K +$20.2K +324 +7%
LWAC
115
Laurel Wealth Advisors (California)
California
$298K -$50.1K -800 -14%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$294K
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$289K
AIP
118
ARS Investment Partners
New York
$286K +$286K +4,568 New
DY
119
Dowling & Yahnke
California
$285K -$15K -240 -5%
AW
120
ACG Wealth
Georgia
$284K
OC
121
Oppenheimer & Co
New York
$280K -$127K -2,024 -31%
FI
122
FormulaFolio Investments
Michigan
$277K +$277K +4,436 New
NSIM
123
North Star Investment Management
Illinois
$275K
RFM
124
Royal Fund Management
Florida
$261K +$261K +4,180 New
BDWM
125
Brewin Dolphin Wealth Management
Ireland
$260K