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iShares US Consumer Discretionary ETF

187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
42
Reduced
55
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
151
MTM Investment Management
South Carolina
$59.2K
US Bancorp
152
US Bancorp
Minnesota
$53.6K
FP
153
Financial Perspectives
Minnesota
$50.9K
GFPC
154
Global Financial Private Client
Florida
$48.7K
MA
155
Montag & Associates
Georgia
$46.7K
LTI
156
Laffer Tengler Investments
Tennessee
$42.6K
HI
157
Harbour Investments
Wisconsin
$41.1K
RFA
158
Resurgent Financial Advisors
Georgia
$40.5K
CFD
159
Creative Financial Designs
Indiana
$36.9K
SWA
160
SOA Wealth Advisors
New York
$32.9K
TWC
161
TD Waterhouse Canada
Ontario, Canada
$32.3K +$12.2K +183 +61%
CIA
162
Cape Investment Advisory
Georgia
$31.9K
CBT
163
Central Bank & Trust
Kentucky
$27.3K
AF
164
Allworth Financial
California
$27K
BTI
165
Blue Trust Inc
Georgia
$27K
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1K
EWM
167
EPG Wealth Management
Georgia
$24.6K
SC
168
SouthState Corp
Florida
$21.4K
SWM
169
Sugarloaf Wealth Management
Georgia
$21.2K
BCA
170
Bray Capital Advisors
Florida
$20.1K
SL
171
Salomon & Ludwin
Virginia
$17.7K +$17.7K +264 New
CTA
172
Colonial Trust Advisors
South Carolina
$17.1K
WPA
173
West Paces Advisors
Georgia
$14.1K
HL
174
HeadInvest LLC
Maine
$13.9K +$13.9K +208 New
IA
175
IFP Advisors
Florida
$13.5K