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iShares US Consumer Discretionary ETF

250 hedge funds and large institutions have $2.04B invested in iShares US Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+39
Holders Change %
+18.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
54
Increased
71
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
176
Westfuller Advisors
New York
$247K +$96 +1 +0%
AB
177
Atlas Brown
Kentucky
$241K +$288 +3 +0.1%
AP
178
Americana Partners
Texas
$233K
AR
179
Apeiron RIA
Texas
$232K -$385 -4 -0.2%
A
180
Argentarii
Ohio
$231K +$231K +2,400 New
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$225K -$194K -2,019 -46%
SFS
182
Symphony Financial Services
Ohio
$223K +$223K +2,321 New
Lido Advisors
183
Lido Advisors
California
$222K +$222K +2,312 New
AWS
184
Atria Wealth Solutions
New York
$222K -$13.5K -140 -6%
AWM
185
Apollon Wealth Management
South Carolina
$215K -$14.3M -148,493 -99%
SSA
186
Sierra Summit Advisors
Nevada
$215K +$215K +2,235 New
AI
187
Atria Investments
North Carolina
$214K +$214K +2,230 New
ZF
188
Zhang Financial
Michigan
$212K +$212K +2,210 New
BCP
189
Blue Chip Partners
Michigan
$211K +$192 +2 +0.1%
SWA
190
Sax Wealth Advisors
New Jersey
$204K +$204K +2,124 New
HTIM
191
Harbour Trust & Investment Management
Indiana
$204K +$204K +2,117 New
SIA
192
SkyView Investment Advisors
New Jersey
$203K +$203K +2,115 New
AA
193
Advisory Alpha
Michigan
$202K +$202K +2,105 New
TWP
194
Tyche Wealth Partners
Texas
$202K +$202K +2,100 New
IA
195
IFP Advisors
Florida
$200K +$152K +1,578 +313%
MWM
196
MGB Wealth Management
Texas
$186K
GWSG
197
GPS Wealth Strategies Group
Colorado
$185K -$2.02K -21 -1%
FRA
198
Front Row Advisors
California
$178K
SSB
199
Sandy Spring Bank
Maryland
$160K
GWM
200
Geneos Wealth Management
Colorado
$150K