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iShares US Consumer Discretionary ETF

197 hedge funds and large institutions have $470M invested in iShares US Consumer Discretionary ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-29
Holders Change %
-12.83%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
14
Increased
42
Reduced
85
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$30K
EWM
177
EPG Wealth Management
Georgia
$28K -$27.7K -364 -50%
BA
178
Bivin & Associates
Oklahoma
$26K
UB
179
UMB Bank
Missouri
$26K +$26K +344 New
SC
180
SouthState Corp
Florida
$24K
MA
181
Montag & Associates
Georgia
$24K
FF
182
FourThought Financial
Florida
$20K
BDS
183
Banco de Sabadell
Florida
$20K +$20K +260 New
CCM
184
Covington Capital Management
California
$17K -$806 -11 -5%
TSWM
185
Tyler-Stone Wealth Management
Ohio
$17K
BFC
186
Bedel Financial Consulting
Indiana
$17K
NFSG
187
Newbridge Financial Services Group
Florida
$16K -$3.08K -40 -16%
CTC
188
Central Trust Company
Missouri
$15K
BFEC
189
Benjamin F. Edwards & Company
Missouri
$14K -$399K -5,336 -97%
BWM
190
Baystate Wealth Management
Massachusetts
$14K +$77 +1 +0.6%
LC
191
Lindbrook Capital
California
$12K
GRP
192
Global Retirement Partners
California
$11K +$11K +185 New
PK
193
Pflug Koory
Nebraska
$10K
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PSB
195
Piscataqua Savings Bank
New Hampshire
$3K
AF
196
Allworth Financial
California
$3K
CIAS
197
CFS Investment Advisory Services
New Jersey
$2K +$2K +113,836 New
AssetMark Inc
198
AssetMark Inc
California
$1K
SIC
199
Sterling Investment Counsel
New York
-$11.6M -137,524 Closed
MWM
200
MinichMacGregor Wealth Management
New York
-$11.5M -137,086 Closed