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iShares US Consumer Discretionary ETF

205 hedge funds and large institutions have $787M invested in iShares US Consumer Discretionary ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
3.61%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
32
Increased
58
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPW
176
Flagship Private Wealth
Massachusetts
$32.3K
CBT
177
Central Bank & Trust
Kentucky
$31K
EVM
178
Eaton Vance Management
Massachusetts
$30K +$30K +400 New
GWSG
179
GPS Wealth Strategies Group
Colorado
$29K +$29K +400 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$25K
SC
181
SouthState Corp
Florida
$24K
MA
182
Montag & Associates
Georgia
$24K +$1.87K +25 +8%
KFS
183
Kelly Financial Services
Massachusetts
$22.4K
NFSG
184
Newbridge Financial Services Group
Florida
$19K
IA
185
IFP Advisors
Florida
$18K -$179K -2,481 -91%
BFC
186
Bedel Financial Consulting
Indiana
$16K
CTC
187
Central Trust Company
Missouri
$15K
BWM
188
Baystate Wealth Management
Massachusetts
$14K
IF
189
Ironwood Financial
Arizona
$14K
GRP
190
Global Retirement Partners
California
$14K
VBCG
191
Valley Brook Capital Group
Pennsylvania
$14K
NFG
192
Next Financial Group
Texas
$12K
PK
193
Pflug Koory
Nebraska
$10K
TRCT
194
Tower Research Capital (TRC)
New York
$9K
CAL
195
Capital Analysts LLC
Pennsylvania
$9K +$9K +125 New
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$7K -$27.6K -386 -80%
FHA
197
First Horizon Advisors
Tennessee
$7K +$7K +99 New
WP
198
WealthShield Partners
North Carolina
$6K +$6K +76 New
AIC
199
Ameritas Investment Company
Nebraska
$4.19K +$4.19K +56 New
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$4K