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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 %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$612K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$607K -$10.5K -119 -2%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$590K +$134K +1,512 +29%
BWS
104
Buck Wealth Strategies
Colorado
$587K +$587K +6,646 New
SCG
105
Sonata Capital Group
Washington
$583K
CPC
106
Cookson Peirce & Co
Pennsylvania
$567K -$22.2K -251 -4%
QCM
107
Quantinno Capital Management
New York
$559K -$6.09K -69 -1%
SEIA
108
Signature Estate & Investment Advisors
California
$557K +$557K +6,308 New
GWM
109
Geneos Wealth Management
Colorado
$551K +$413K +4,680 +300%
BCM
110
Brookstone Capital Management
Illinois
$522K -$26.9K -304 -5%
FA
111
Fountainhead AM
New Jersey
$521K +$521K +5,893 New
WCM
112
WealthBridge Capital Management
Ohio
$514K -$42K -476 -8%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$503K -$36.4K -412 -7%
AHC
114
Adell Harriman & Carpenter
Texas
$491K -$265K -3,000 -35%
WTC
115
WhitTier Trust Company
Nevada
$488K
PWW
116
Pettyjohn Wood & White
Virginia
$486K
William Blair & Company
117
William Blair & Company
Illinois
$484K -$9.45K -107 -2%
CWA
118
Canvas Wealth Advisors
Kansas
$475K
EWA
119
EP Wealth Advisors
California
$474K
GT
120
Glenview Trust
Kentucky
$470K -$980K -11,101 -68%
PIMG
121
Patriot Investment Management Group
Tennessee
$461K +$88 +1 +0%
CB
122
Commerce Bank
Missouri
$458K -$16.8K -190 -4%
CA
123
CoreCap Advisors
Michigan
$446K -$2.84M -32,120 -86%
SXL
124
Summit X LLC
Missouri
$442K -$73K -826 -14%
VCM
125
Vivaldi Capital Management
Illinois
$440K +$69.3K +785 +19%