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iShares US Consumer Discretionary ETF

214 hedge funds and large institutions have $522M invested in iShares US Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
176
Resurgent Financial Advisors
Georgia
$45.8K
NRG
177
Nemes Rush Group
Michigan
$44.9K +$44.9K +593 New
AEPWM
178
Atlantic Edge Private Wealth Management
Florida
$43.9K +$43.9K +580 New
CFD
179
Creative Financial Designs
Indiana
$41.9K +$152 +2 +0.4%
AIMA
180
Ables Iannone Moore & Associates
Georgia
$41.3K +$41.3K +545 New
SWA
181
SOA Wealth Advisors
New York
$37.3K +$151 +2 +0.4%
FGAM
182
Financial Gravity Asset Management
Texas
$36.1K +$36.1K +476 New
TWC
183
TD Waterhouse Canada
Ontario, Canada
$35.4K
CBT
184
Central Bank & Trust
Kentucky
$30.9K
AF
185
Allworth Financial
California
$30.6K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K
EWM
187
EPG Wealth Management
Georgia
$28.4K
DCM
188
Davis Capital Management
Florida
$26.4K +$26.4K +348 New
CW
189
Cooksen Wealth
Texas
$25.8K +$25.8K +341 New
BTI
190
Blue Trust Inc
Georgia
$25K
AWM
191
Angeles Wealth Management
California
$24.4K +$24.4K +322 New
SC
192
SouthState Corp
Florida
$24.2K
SWM
193
Sugarloaf Wealth Management
Georgia
$23.9K
RIL
194
Rothschild Investment LLC
Illinois
$23K +$23K +304 New
BCA
195
Bray Capital Advisors
Florida
$22.7K
FGA
196
Fortis Group Advisors
New Jersey
$20.6K +$10.3K +136 +100%
CTA
197
Colonial Trust Advisors
South Carolina
$19.3K
SL
198
Salomon & Ludwin
Virginia
$17.7K
WIA
199
Wetzel Investment Advisors
Indiana
$17K +$17K +230 New
WPA
200
West Paces Advisors
Georgia
$15.9K