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iShares US Consumer Discretionary ETF

190 hedge funds and large institutions have $360M invested in iShares US Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
48
Reduced
54
Closed
16
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Shares
Change %
LA
126
LexAurum Advisors
Kansas
$227K +$142 +2 +0.1%
AMG
127
Advisors Management Group
Wisconsin
$221K -$14.2K -200 -6%
SI
128
Stephens Inc
Arkansas
$213K +$213K +2,994 New
CPIG
129
Chicago Partners Investment Group
Illinois
$213K +$213K +2,990 New
FFN
130
Focus Financial Network
Minnesota
$210K -$51.3K -721 -20%
MWM
131
Maltin Wealth Management
New Jersey
$208K +$208K +2,920 New
BWA
132
Bordeaux Wealth Advisors
California
$203K +$203K +2,856 New
BCP
133
Blue Chip Partners
Michigan
$155K +$213 +3 +0.1%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$143K -$25K -351 -15%
RIA
135
Realta Investment Advisors
Delaware
$141K +$141K +1,984 New
BAAM
136
Baker Avenue Asset Management
California
$137K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$137K -$36.7K -516 -21%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$133K -$6.89K -97 -5%
FRA
139
Front Row Advisors
California
$132K
GWM
140
Geneos Wealth Management
Colorado
$120K
SSB
141
Sandy Spring Bank
Maryland
$118K
GWSG
142
GPS Wealth Strategies Group
Colorado
$105K +$47.3K +665 +82%
CIAS
143
Capital Investment Advisory Services
North Carolina
$96.3K +$142 +2 +0.1%
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$90K
TAM
145
Townsend Asset Management
North Carolina
$75.4K
MWM
146
Mascoma Wealth Management
New Hampshire
$72K
Citigroup
147
Citigroup
New York
$69.9K +$28.1K +395 +67%
MIM
148
MTM Investment Management
South Carolina
$62.9K
US Bancorp
149
US Bancorp
Minnesota
$56.9K
LWP
150
Lumature Wealth Partners
Georgia
$56.9K