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iShares US Consumer Discretionary ETF

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-10
Holders Change %
-4.55%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AR
151
Apeiron RIA
Texas
$206K
AB
152
Atlas Brown
Kentucky
$203K +$325 +4 +0.2%
BCP
153
Blue Chip Partners
Michigan
$178K +$163 +2 +0.1%
MWM
154
MGB Wealth Management
Texas
$162K
TFF
155
The Family Firm
Maryland
$160K +$160K +1,972 New
MIFH
156
Migdal Insurance & Financial Holdings
Israel
$152K
FRA
157
Front Row Advisors
California
$150K
SSB
158
Sandy Spring Bank
Maryland
$135K
GWM
159
Geneos Wealth Management
Colorado
$132K -$5.2K -64 -4%
RIA
160
Realta Investment Advisors
Delaware
$129K -$32.5K -400 -20%
GWSG
161
GPS Wealth Strategies Group
Colorado
$120K +$81 +1 +0.1%
DP
162
Denver PWM
Colorado
$112K +$112K +1,382 New
Jones Financial Companies
163
Jones Financial Companies
Missouri
$111K +$96.9K +1,192 +673%
CIAS
164
Capital Investment Advisory Services
North Carolina
$111K +$163 +2 +0.1%
MWM
165
Mascoma Wealth Management
New Hampshire
$81.3K
AF
166
Allworth Financial
California
$74.9K
MIM
167
MTM Investment Management
South Carolina
$71.9K
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$70.2K -$32.5K -400 -32%
US Bancorp
169
US Bancorp
Minnesota
$65K
FP
170
Financial Perspectives
Minnesota
$61.8K
GFPC
171
Global Financial Private Client
Florida
$59.2K
MA
172
Montag & Associates
Georgia
$56.6K
CA
173
Clearstead Advisors
Ohio
$53.2K
AEPWM
174
Atlantic Edge Private Wealth Management
Florida
$47.1K
SIC
175
Salem Investment Counselors
North Carolina
$42.6K +$42.6K +524 New