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iShares US Consumer Discretionary ETF

251 hedge funds and large institutions have $730M invested in iShares US Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.52% less ownership

Funds ownership: 64.49%62.97% (-1.5%)

3% less funds holding

Funds holding: 258251 (-7)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

29% less capital invested

Capital invested by funds: $1.03B → $730M (-$295M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
63
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$83.9K -$1.38M -13,572 -94%
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$83.7K
MIM
203
MTM Investment Management
South Carolina
$80.3K -$5.61K -55 -6%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$79.9K +$61.4K +602 +271%
CIAS
205
Capital Investment Advisory Services
North Carolina
$74K -$49.9K -489 -39%
FP
206
Financial Perspectives
Minnesota
$73.7K
KBC Group
207
KBC Group
Belgium
$68K
AF
208
Advisornet Financial
Minnesota
$67.4K -$1.22K -12 -2%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$64.1K
CA
210
Clearstead Advisors
Ohio
$63.5K
AAP
211
Arax Advisory Partners
Colorado
$58.6K -$430K -4,215 -87%
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$54.3K -$2.04K -20 -3%
FFA
213
Founders Financial Alliance
North Carolina
$53.7K +$40.4K +396 +251%
AGWCA
214
Annis Gardner Whiting Capital Advisors
Florida
$51K +$9.18K +90 +21%
SWA
215
SOA Wealth Advisors
New York
$48.3K +$102 +1 +0.2%
PTC
216
Private Trust Company
Ohio
$39.6K +$5.81K +57 +16%
EPIME
217
Evelyn Partners Investment Management (Europe)
$38.8K
FIM
218
FWL Investment Management
Texas
$38.8K
SFG
219
Strive Financial Group
Indiana
$34K
DCM
220
Davis Capital Management
Florida
$33.7K
CTC
221
Central Trust Company
Missouri
$33K +$14.3K +140 +70%
MTIC
222
Missouri Trust & Investment Company
Missouri
$29.1K +$30.6K +300 New
SC
223
SouthState Corp
Florida
$28.2K
BTI
224
Blue Trust Inc
Georgia
$25.8K
AWA
225
Acumen Wealth Advisors
Tennessee
$25.2K