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iShares US Consumer Discretionary ETF

187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
42
Reduced
55
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
176
Central Trust Company
Missouri
$13.4K
NS
177
NBC Securities
Alabama
$13K +$13K +200 New
RDFA
178
Ritter Daniher Financial Advisory
Ohio
$12.7K
BWM
179
Baystate Wealth Management
Massachusetts
$12.2K
LC
180
Lindbrook Capital
California
$10.7K
FFA
181
Founders Financial Alliance
North Carolina
$10.5K
PK
182
Pflug Koory
Nebraska
$9.11K
FGA
183
Fortis Group Advisors
New Jersey
$9.11K +$9.11K +136 New
AA
184
AlphaMark Advisors
Kentucky
$7K -$17.6K -272 -72%
NC
185
NewSquare Capital
Pennsylvania
$6.96K -$32.8K -490 -82%
GRP
186
Global Retirement Partners
California
$6.91K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$6.88K
PSB
188
Piscataqua Savings Bank
New Hampshire
$2.68K
SAM
189
Synergy Asset Management
Washington
-$3.62M -50,865 Closed
CW
190
CreativeOne Wealth
Kansas
-$2.1M -29,485 Closed
LCWP
191
Legacy Capital Wealth Partners
Arkansas
-$1.6M -22,514 Closed
PRS
192
Pinkerton Retirement Specialists
Idaho
-$1.37M -19,215 Closed
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
-$617K -8,669 Closed
BWP
194
Balboa Wealth Partners
Arizona
-$570K -8,016 Closed
Marshall Wace
195
Marshall Wace
United Kingdom
-$569K -7,991 Closed
ACM
196
AlphaStar Capital Management
North Carolina
-$418K -5,877 Closed
CCA
197
Cadent Capital Advisors
Oklahoma
-$349K -4,902 Closed
GT
198
Glenview Trust
Kentucky
-$331K -4,644 Closed
Cerity Partners
199
Cerity Partners
New York
-$310K -4,357 Closed
CCFM
200
Clear Creek Financial Management
Washington
-$304K -4,274 Closed