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iShares US Consumer Discretionary ETF

209 hedge funds and large institutions have $775M invested in iShares US Consumer Discretionary ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
24
Increased
71
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Clearstead Advisors
Ohio
$51K
SFC
177
SYM Financial Corp
Indiana
$50K +$77 +1 +0.2%
SWM
178
Selective Wealth Management
Virginia
$47K +$47K +600 New
SWM
179
Sugarloaf Wealth Management
Georgia
$46K +$21.8K +281 +90%
CFD
180
Creative Financial Designs
Indiana
$42K -$38.5K -499 -48%
PWA
181
Phoenix Wealth Advisors
North Carolina
$38K
SWA
182
SOA Wealth Advisors
New York
$37K +$76 +1 +0.2%
FPW
183
Flagship Private Wealth
Massachusetts
$33K
CWC
184
Carolinas Wealth Consulting
North Carolina
$33K +$33K +427 New
CBT
185
Central Bank & Trust
Kentucky
$32K
EVM
186
Eaton Vance Management
Massachusetts
$31K
GWSG
187
GPS Wealth Strategies Group
Colorado
$31K
US Bancorp
188
US Bancorp
Minnesota
$26K -$18.7K -242 -42%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$26K
SC
190
SouthState Corp
Florida
$25K
MA
191
Montag & Associates
Georgia
$25K
NFSG
192
Newbridge Financial Services Group
Florida
$19K
WBC
193
West Branch Capital
Massachusetts
$18K +$18K +237 New
BFC
194
Bedel Financial Consulting
Indiana
$17K
CTC
195
Central Trust Company
Missouri
$16K
IF
196
Ironwood Financial
Arizona
$15K
BWM
197
Baystate Wealth Management
Massachusetts
$14K
GRP
198
Global Retirement Partners
California
$14K
NFG
199
Next Financial Group
Texas
$12K
PK
200
Pflug Koory
Nebraska
$11K