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iShares US Consumer Discretionary ETF

236 hedge funds and large institutions have $844M invested in iShares US Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-14
Holders Change %
-5.6%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
73
Reduced
61
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ISWM
176
Independent Solutions Wealth Management
New York
$224K +$224K +2,538 New
AB
177
Atlas Brown
Kentucky
$222K +$353 +4 +0.2%
EP
178
Essential Planning
New Hampshire
$212K -$212K -2,400 -50%
A
179
Argentarii
Ohio
$212K
PWAM
180
Private Wealth Asset Management
Iowa
$212K +$212K +2,400 New
SFS
181
Symphony Financial Services
Ohio
$205K
TWP
182
Tyche Wealth Partners
Texas
$205K +$19.4K +220 +10%
FFA
183
Farther Finance Advisors
California
$199K +$194K +2,181 +3,697%
IA
184
IFP Advisors
Florida
$194K +$10.2K +116 +6%
MWM
185
MGB Wealth Management
Texas
$171K
GWSG
186
GPS Wealth Strategies Group
Colorado
$170K +$177 +2 +0.1%
FRA
187
Front Row Advisors
California
$163K
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$157K -$132K -1,672 -46%
SSB
189
Sandy Spring Bank
Maryland
$147K
CIAS
190
Capital Investment Advisory Services
North Carolina
$111K +$177 +2 +0.2%
AF
191
Allworth Financial
California
$104K
MWM
192
Mascoma Wealth Management
New Hampshire
$88.3K
1NWS
193
1 North Wealth Services
Maryland
$82.6K -$5.87M -66,407 -99%
MIM
194
MTM Investment Management
South Carolina
$78.7K
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$76.3K
FP
196
Financial Perspectives
Minnesota
$67.1K
GFPC
197
Global Financial Private Client
Florida
$64.3K
MA
198
Montag & Associates
Georgia
$61.5K
CA
199
Clearstead Advisors
Ohio
$57.9K
AEPWM
200
Atlantic Edge Private Wealth Management
Florida
$51.2K