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iShares US Consumer Discretionary ETF

250 hedge funds and large institutions have $2.04B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+39
Holders Change %
+18.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
54
Increased
71
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$490K +$36K +374 +8%
CCM
127
Coldstream Capital Management
Washington
$474K
CFG
128
Citizens Financial Group
Rhode Island
$472K
AFWM
129
AMJ Financial Wealth Management
Virginia
$446K -$10.4K -108 -2%
PD
130
Planning Directions
Pennsylvania
$445K +$385 +4 +0.1%
EP
131
Essential Planning
New Hampshire
$442K +$221K +2,400 +100%
SWP
132
Strategic Wealth Partners
Ohio
$422K +$422K +4,177 New
VCM
133
Vivaldi Capital Management
Illinois
$421K
NSIM
134
North Star Investment Management
Illinois
$414K +$96 +1 +0%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$412K +$96.1K +1,000 +30%
TIAA Trust, National Association
136
TIAA Trust, National Association
North Carolina
$410K
WWM
137
WJ Wealth Management
Arizona
$392K
CWM
138
Chesapeake Wealth Management
Virginia
$391K -$2.98K -31 -0.8%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$385K -$20.8K -216 -5%
EBSAM
140
Eubel Brady & Suttman Asset Management
Ohio
$385K
CSIC
141
Clifford Swan Investment Counsel
California
$385K
DAS
142
Diversify Advisory Services
Utah
$375K +$5.73K +60 +2%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$373K
SIC
144
Samalin Investment Counsel
New York
$366K -$22.3K -232 -6%
KAS
145
Kestra Advisory Services
Texas
$357K +$80K +832 +29%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$352K +$102K +1,060 +41%
KPWS
147
Kestra Private Wealth Services
Texas
$350K -$16.4K -171 -4%
DWM
148
Dakota Wealth Management
Florida
$346K
CAM
149
Cresset Asset Management
Illinois
$345K +$345K +3,584 New
FCI
150
Financial Counselors Inc
Kansas
$342K -$43.3K -450 -11%