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iShares US Consumer Discretionary ETF

214 hedge funds and large institutions have $522M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$223K +$223K +2,985 New
AMG
152
Advisors Management Group
Wisconsin
$222K +$222K +2,934 New
SCA
153
Snowden Capital Advisors
New York
$211K +$211K +2,780 New
FFN
154
Focus Financial Network
Minnesota
$207K +$207K +2,732 New
HIC
155
Holderness Investments Company
North Carolina
$206K +$206K +2,725 New
TFF
156
The Family Firm
Maryland
$206K +$206K +2,715 New
AA
157
Advisory Alpha
Michigan
$202K +$202K +2,667 New
BCP
158
Blue Chip Partners
Michigan
$166K +$606 +8 +0.4%
MWM
159
MGB Wealth Management
Texas
$147K +$147K +1,936 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$145K
FRA
161
Front Row Advisors
California
$140K
GWM
162
Geneos Wealth Management
Colorado
$128K
SSB
163
Sandy Spring Bank
Maryland
$126K
GWSG
164
GPS Wealth Strategies Group
Colorado
$112K +$303 +4 +0.3%
CIAS
165
Capital Investment Advisory Services
North Carolina
$103K +$379 +5 +0.4%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$95.8K
RIM
167
Rockbridge Investment Management
New York
$88.8K +$88.8K +1,172 New
MWM
168
Mascoma Wealth Management
New Hampshire
$75.8K
MIM
169
MTM Investment Management
South Carolina
$67K
US Bancorp
170
US Bancorp
Minnesota
$60.6K
FP
171
Financial Perspectives
Minnesota
$57.6K
GFPC
172
Global Financial Private Client
Florida
$55.2K
MA
173
Montag & Associates
Georgia
$52.7K
CA
174
Clearstead Advisors
Ohio
$49.6K -$49.6K -655 -50%
LTI
175
Laffer Tengler Investments
Tennessee
$48.2K