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iShares US Consumer Discretionary ETF

211 hedge funds and large institutions have $606M invested in iShares US Consumer Discretionary ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
56
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
Montag & Associates
Georgia
$61.2K
CA
177
Clearstead Advisors
Ohio
$57.6K
AEPWM
178
Atlantic Edge Private Wealth Management
Florida
$51K
IA
179
IFP Advisors
Florida
$44.3K
BCA
180
Bray Capital Advisors
Florida
$44K
SWA
181
SOA Wealth Advisors
New York
$43.5K +$88 +1 +0.2%
RIA
182
Realta Investment Advisors
Delaware
$42.1K -$97K -1,106 -70%
FIM
183
FWL Investment Management
Texas
$35.2K +$35.2K +400 New
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.3K
DCM
185
Davis Capital Management
Florida
$30.6K
TWC
186
TD Waterhouse Canada
Ontario, Canada
$30.5K +$4.29K +49 +16%
BTI
187
Blue Trust Inc
Georgia
$30.5K
PTC
188
Private Trust Company
Ohio
$29K
SC
189
SouthState Corp
Florida
$28.1K
SWM
190
Sugarloaf Wealth Management
Georgia
$27.8K
CTA
191
Colonial Trust Advisors
South Carolina
$22.4K
WPA
192
West Paces Advisors
Georgia
$18.5K
FGC
193
Financial Gravity Companies
Texas
$17.9K +$17.9K +204 New
PFM
194
Phillips Financial Management
Indiana
$17.6K +$17.6K +200 New
CTC
195
Central Trust Company
Missouri
$17.6K
NS
196
NBC Securities
Alabama
$17K
RDFA
197
Ritter Daniher Financial Advisory
Ohio
$16.7K
HI
198
Harbour Investments
Wisconsin
$15.3K +$5.9K +67 +63%
FFA
199
Founders Financial Alliance
North Carolina
$13.8K
RIL
200
Rothschild Investment LLC
Illinois
$13.2K