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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
TCIIS
126
TIAA-CREF Individual & Institutional Services
New York
$413K +$434K +4,260 New
CAG
127
Csenge Advisory Group
Florida
$406K -$8.06K -79 -2%
DAS
128
Daybright Advisory Services
Florida
$396K
EBSAM
129
Eubel Brady & Suttman Asset Management
Ohio
$388K
CSIC
130
Clifford Swan Investment Counsel
California
$388K
PD
131
Planning Directions
Pennsylvania
$386K +$408 +4 +0.1%
William Blair & Company
132
William Blair & Company
Illinois
$385K +$306 +3 +0.1%
FCBT
133
First Citizens Bank & Trust
North Carolina
$385K
GT
134
Glenview Trust
Kentucky
$375K -$85.1K -834 -18%
SIC
135
Samalin Investment Counsel
New York
$357K -$21.2K -208 -5%
AF
136
Allworth Financial
California
$352K -$16.3K -160 -4%
TWC
137
TD Waterhouse Canada
Ontario, Canada
$352K
CAM
138
Cresset Asset Management
Illinois
$347K
MWM
139
Mosley Wealth Management
California
$344K +$102 +1 +0%
CCA
140
Cadent Capital Advisors
Oklahoma
$342K -$4.95M -48,500 -93%
DWM
141
Dakota Wealth Management
Florida
$341K -$9.08K -89 -2%
GSB
142
Greenfield Savings Bank
Massachusetts
$340K
CD
143
Capital Developers
North Carolina
$333K -$2.35K -23 -0.7%
KAS
144
Kestra Advisory Services
Texas
$331K +$72.7K +713 +26%
MYIA
145
Mount Yale Investment Advisors
Colorado
$329K +$347K +3,398 New
VAS
146
Vestmark Advisory Solutions
Massachusetts
$329K +$347K +3,398 New
Financial Engines Advisors
147
Financial Engines Advisors
California
$324K +$17.7K +174 +5%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$323K -$196K -1,920 -37%
DA
149
Doliver Advisors
Texas
$317K
MWM
150
Maltin Wealth Management
New Jersey
$317K +$408 +4 +0.1%