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iShares US Consumer Discretionary ETF

202 hedge funds and large institutions have $734M invested in iShares US Consumer Discretionary ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
15
Increased
65
Reduced
67
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
151
Sage Mountain Advisors
Georgia
$179K
AF
152
Advisornet Financial
Minnesota
$176K +$47.6K +615 +37%
CI
153
CX Institutional
Indiana
$147K +$21.5K +278 +17%
FRA
154
Front Row Advisors
California
$143K
SWM
155
Selective Wealth Management
Virginia
$139K +$92.7K +1,200 +200%
SSB
156
Sandy Spring Bank
Maryland
$136K
IA
157
IFP Advisors
Florida
$117K -$32.1K -408 -22%
MIM
158
MTM Investment Management
South Carolina
$99K
RIM
159
Rockbridge Investment Management
New York
$91K
FFA
160
Founders Financial Alliance
North Carolina
$91K +$20.7K +269 +29%
TAM
161
Townsend Asset Management
North Carolina
$82K +$82K +1,060 New
GAM
162
Gemmer Asset Management
California
$77K
MWM
163
Mascoma Wealth Management
New Hampshire
$77K +$77K +1,000 New
BDS
164
Banco de Sabadell
Florida
$62K -$23.5K -4,244 -27%
LWP
165
Lumature Wealth Partners
Georgia
$62K
GFPC
166
Global Financial Private Client
Florida
$59.1K
FP
167
Financial Perspectives
Minnesota
$58.8K
BWA
168
BDO Wealth Advisors
Florida
$57K
EWM
169
EPG Wealth Management
Georgia
$57K +$57K +732 New
CIA
170
Cascade Investment Advisors
Oregon
$54.1K
SBL
171
Sargent Bickham Lagudis
Colorado
$53K
CA
172
Clearstead Advisors
Ohio
$51K
TFO
173
Tarbox Family Office
California
$51K +$51K +656 New
SWM
174
Sugarloaf Wealth Management
Georgia
$46K
CFD
175
Creative Financial Designs
Indiana
$42K +$77 +1 +0.2%