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iShares US Consumer Discretionary ETF

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-10
Holders Change %
-4.55%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
126
Clifford Swan Investment Counsel
California
$325K
EBSAM
127
Eubel Brady & Suttman Asset Management
Ohio
$325K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$315K -$46.8K -576 -13%
EWA
129
EP Wealth Advisors
California
$310K -$42.4K -522 -12%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$308K +$81 +1 +0%
MCM
131
MAI Capital Management
Ohio
$298K -$6.5K -80 -2%
DWM
132
Dakota Wealth Management
Florida
$293K
GSB
133
Greenfield Savings Bank
Massachusetts
$285K
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$281K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$267K -$32.3K -398 -11%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$267K -$1.14K -14 -0.4%
MWM
137
Maltin Wealth Management
New Jersey
$264K +$244 +3 +0.1%
KAS
138
Kestra Advisory Services
Texas
$254K +$254K +3,919 New
OC
139
Oppenheimer & Co
New York
$244K -$1.22K -15 -0.5%
CPIG
140
Chicago Partners Investment Group
Illinois
$243K +$325 +4 +0.1%
CI
141
CX Institutional
Indiana
$242K +$242K +2,981 New
BFA
142
Beacon Financial Advisory
Ohio
$237K +$163 +2 +0.1%
FFN
143
Focus Financial Network
Minnesota
$231K +$1.25K +15 +0.5%
Marshall Wace
144
Marshall Wace
United Kingdom
$231K +$231K +2,842 New
LA
145
LexAurum Advisors
Kansas
$230K -$6.26K -77 -3%
AMG
146
Advisors Management Group
Wisconsin
$227K
SCA
147
Snowden Capital Advisors
New York
$226K
HIC
148
Holderness Investments Company
North Carolina
$222K +$81 +1 +0%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$216K
PA
150
Pinnacle Associates
New York
$211K