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iShares US Consumer Discretionary ETF

236 hedge funds and large institutions have $844M invested in iShares US Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-14
Holders Change %
-5.6%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
73
Reduced
61
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
151
Csenge Advisory Group
Florida
$306K +$42K +497 +16%
CWM
152
Chesapeake Wealth Management
Virginia
$303K -$56.7K -642 -16%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$296K +$3.45K +39 +1%
MWM
154
Maltin Wealth Management
New Jersey
$288K +$353 +4 +0.1%
AFWM
155
AMJ Financial Wealth Management
Virginia
$283K -$127K -1,436 -31%
CPIG
156
Chicago Partners Investment Group
Illinois
$275K +$458 +5 +0.2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$269K -$110K -1,244 -29%
TFF
158
The Family Firm
Maryland
$264K +$264K +2,992 New
OC
159
Oppenheimer & Co
New York
$261K
BFA
160
Beacon Financial Advisory
Ohio
$258K +$177 +2 +0.1%
GWS
161
Greykasell Wealth Strategies
California
$256K
SI
162
Stephens Inc
Arkansas
$253K
LA
163
LexAurum Advisors
Kansas
$251K +$265 +3 +0.1%
FFN
164
Focus Financial Network
Minnesota
$248K -$265 -3 -0.1%
AMG
165
Advisors Management Group
Wisconsin
$247K -$12.4K -140 -5%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$244K +$244K +2,758 New
GCP
167
GSA Capital Partners
United Kingdom
$242K -$42K -475 -15%
FTUS
168
Flow Traders U.S.
New York
$238K +$238K +2,694 New
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$237K +$30.3K +343 +15%
MIFH
170
Migdal Insurance & Financial Holdings
Israel
$233K
HIC
171
Holderness Investments Company
North Carolina
$232K
PA
172
Pinnacle Associates
New York
$230K
WA
173
WBH Advisory
Maryland
$230K +$230K +2,599 New
GIA
174
Gladstone Institutional Advisory
Florida
$228K +$228K +2,587 New
SG
175
StoneX Group
New York
$225K -$368K -4,170 -62%