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iShares US Consumer Discretionary ETF

251 hedge funds and large institutions have $730M invested in iShares US Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.52% less ownership

Funds ownership: 64.49%62.97% (-1.5%)

3% less funds holding

Funds holding: 258251 (-7)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

29% less capital invested

Capital invested by funds: $1.03B → $730M (-$295M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
63
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$228K +$240K +2,353 New
AWM
177
AE Wealth Management
Kansas
$227K -$23.5K -230 -9%
TWP
178
Tyche Wealth Partners
Texas
$225K
SFS
179
Symphony Financial Services
Ohio
$220K
SWA
180
Sax Wealth Advisors
New Jersey
$219K
LA
181
Latitude Advisors
Florida
$219K
FFN
182
Focus Financial Network
Minnesota
$217K -$116K -1,141 -34%
SSA
183
Sierra Summit Advisors
Nevada
$217K
BCP
184
Blue Chip Partners
Michigan
$214K +$306 +3 +0.1%
PA
185
Pinnacle Associates
New York
$210K
OC
186
Oppenheimer & Co
New York
$206K
IA
187
IFP Advisors
Florida
$206K +$102 +1 +0%
AWA
188
Arkadios Wealth Advisors
Georgia
$206K +$216K +2,121 New
SWM
189
Steinberganna Wealth Management
New York
$206K +$204 +2 +0.1%
AA
190
Advisory Alpha
Michigan
$204K
First Trust Advisors
191
First Trust Advisors
Illinois
$203K +$214K +2,097 New
US Bancorp
192
US Bancorp
Minnesota
$175K +$184K +1,803 New
AUB
193
Atlantic Union Bankshares
Virginia
$161K
SIS
194
Sound Income Strategies
Florida
$140K -$2.04K -20 -1%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$128K
FRA
196
Front Row Advisors
California
$112K
CI
197
CX Institutional
Indiana
$111K +$19K +186 +19%
MA
198
Montag & Associates
Georgia
$106K
MWM
199
Mascoma Wealth Management
New Hampshire
$96.9K
Russell Investments Group
200
Russell Investments Group
United Kingdom
$96.6K +$11.5K +113 +13%