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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 %
CCM
126
Coldstream Capital Management
Washington
$436K
CFG
127
Citizens Financial Group
Rhode Island
$434K
OCPWS
128
One Charles Private Wealth Services
Massachusetts
$430K -$43.6K -494 -9%
CIA
129
Concurrent Investment Advisors
Florida
$390K +$390K +4,417 New
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$386K +$32.3K +366 +9%
NSIM
131
North Star Investment Management
Illinois
$380K +$177 +2 +0%
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$376K
PD
133
Planning Directions
Pennsylvania
$373K -$35.9K -406 -9%
CSIC
134
Clifford Swan Investment Counsel
California
$353K
EBSAM
135
Eubel Brady & Suttman Asset Management
Ohio
$353K
WWM
136
WJ Wealth Management
Arizona
$343K -$17.7K -200 -5%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$343K
CF
138
Centaurus Financial
California
$338K +$338K +3,829 New
SIC
139
Samalin Investment Counsel
New York
$337K +$265 +3 +0.1%
AR
140
Apeiron RIA
Texas
$331K +$118K +1,332 +55%
KAS
141
Kestra Advisory Services
Texas
$328K +$265 +3 +0.1%
KPWS
142
Kestra Private Wealth Services
Texas
$324K +$1.86K +21 +0.6%
GS
143
GWN Securities
Florida
$321K +$321K +3,634 New
QC
144
Quadrature Capital
United Kingdom
$320K +$320K +3,618 New
DWM
145
Dakota Wealth Management
Florida
$318K
CAM
146
Cresset Asset Management
Illinois
$317K
FCI
147
Financial Counselors Inc
Kansas
$314K
GSB
148
Greenfield Savings Bank
Massachusetts
$310K
Baird Financial Group
149
Baird Financial Group
Wisconsin
$308K +$20K +226 +7%
MCM
150
MAI Capital Management
Ohio
$308K