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iShares US Consumer Discretionary ETF

176 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
34
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
151
Sargent Bickham Lagudis
Colorado
$39K
SWM
152
Sugarloaf Wealth Management
Georgia
$34K +$34K +592 New
HPC
153
HM Payson & Co
Maine
$30K
ASN
154
Advisory Services Network
Georgia
$29K -$598K -10,304 -95%
CBT
155
Central Bank & Trust
Kentucky
$23K
VFA
156
Valeo Financial Advisors
Indiana
$21K
RWA
157
Ropes Wealth Advisors
Massachusetts
$19K
KFS
158
Kelly Financial Services
Massachusetts
$17.1K
AIC
159
Ameritas Investment Company
Nebraska
$17K -$27.2K -468 -62%
AA
160
AlphaMark Advisors
Kentucky
$17K
CHAM
161
Clear Harbor Asset Management
Connecticut
$16.2K +$16.2K +284 New
BFC
162
Bedel Financial Consulting
Indiana
$13K
SF
163
Synovus Financial
Georgia
$12K
CTC
164
Central Trust Company
Missouri
$11K
IF
165
Ironwood Financial
Arizona
$11K
BWM
166
Baystate Wealth Management
Massachusetts
$10K
SFS
167
Sowell Financial Services
Arkansas
$10K +$10K +184 New
FP
168
Financial Perspectives
Minnesota
$9.13K +$9.13K +160 New
GDP
169
Great Diamond Partners
Maine
$9K +$9K +172 New
PK
170
Pflug Koory
Nebraska
$8K
BRC
171
Bell Rock Capital
Delaware
$8K +$222 +4 +3%
GRP
172
Global Retirement Partners
California
$6K
WCG
173
Weaver Consulting Group
California
$5K
CMA
174
Cedar Mountain Advisors
Oregon
$4K +$4K +76 New
AF
175
Allworth Financial
California
$2K +$2K +40 New