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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
CPIG
151
Chicago Partners Investment Group
Illinois
$311K
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$304K -$42.4K -416 -12%
CWM
153
Chesapeake Wealth Management
Virginia
$290K -$24.9K -244 -8%
SI
154
Stephens Inc
Arkansas
$283K
BW
155
Balance Wealth
Ohio
$282K +$50.2K +492 +20%
AMG
156
Advisors Management Group
Wisconsin
$282K -$102 -1 -0%
GWS
157
Greykasell Wealth Strategies
California
$281K
MCM
158
MAI Capital Management
Ohio
$276K -$14.4K -141 -5%
BFA
159
Beacon Financial Advisory
Ohio
$274K +$204 +2 +0.1%
Lido Advisors
160
Lido Advisors
California
$265K +$19.6K +192 +8%
RPGK
161
Retirement Planning Group (Kansas)
Kansas
$262K +$276K +2,706 New
WCM
162
WealthBridge Capital Management
Ohio
$262K -$77.5K -760 -22%
AWM
163
Apollon Wealth Management
South Carolina
$259K +$272K +2,671 New
MT
164
Midwest Trust
Kansas
$258K -$5.1K -50 -2%
ST
165
Sageworth Trust
Pennsylvania
$254K
IFG
166
Independent Financial Group
California
$253K -$25.3K -248 -9%
LA
167
LexAurum Advisors
Kansas
$248K +$261K +2,561 New
Northern Trust
168
Northern Trust
Illinois
$245K
AB
169
Atlas Brown
Kentucky
$245K +$408 +4 +0.2%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$244K +$28.6K +280 +12%
Betterment LLC
171
Betterment LLC
New York
$244K +$26.8K +263 +12%
Cerity Partners
172
Cerity Partners
New York
$243K +$256K +2,511 New
CTFG
173
Capstone Triton Financial Group
Oklahoma
$233K +$238K +2,330 New
A
174
Argentarii
Ohio
$233K
PWAM
175
Private Wealth Asset Management
Iowa
$233K