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iShares US Consumer Discretionary ETF

205 hedge funds and large institutions have $787M invested in iShares US Consumer Discretionary ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
3.61%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
32
Increased
58
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$4K +$4K +60 New
AF
202
Allworth Financial
California
$3K
PSB
203
Piscataqua Savings Bank
New Hampshire
$3K +$3K +40 New
CFGS
204
Concourse Financial Group Securities
Alabama
$2K
AssetMark Inc
205
AssetMark Inc
California
$1K
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +20 New
SWM
207
Sugarloaf Wealth Management
Georgia
$44 -$40 -281 -47%
FEM
208
Fulcrum Equity Management
Texas
-$1.19M -16,811 Closed
GM
209
GeoWealth Management
Illinois
-$979K -13,865 Closed
NA
210
Navellier & Associates
Nevada
-$655K -9,296 Closed
SS
211
Simplicity Solutions
Minnesota
-$630K -8,933 Closed
CAG
212
Csenge Advisory Group
Florida
-$569K -8,071 Closed
LWM
213
Laidlaw Wealth Management
New York
-$567K -8,040 Closed
FFN
214
Focus Financial Network
Minnesota
-$361K -5,125 Closed
AIP
215
ARS Investment Partners
New York
-$322K -4,568 Closed
ICP
216
Interchange Capital Partners
Pennsylvania
-$244K -3,470 Closed
B
217
Brightworth
Georgia
-$215K -3,044 Closed
ATPW
218
Ashton Thomas Private Wealth
Arizona
-$211K -2,990 Closed
SPC
219
Sigma Planning Corp
Michigan
-$204K -2,898 Closed
MAFM
220
Mid Atlantic Financial Management
Pennsylvania
-$203K -2,885 Closed
TPWA
221
TRUE Private Wealth Advisors
Oregon
-$114K -1,620 Closed
CTFG
222
Capstone Triton Financial Group
Oklahoma
-$103K -1,464 Closed
FCH
223
Freestone Capital Holdings
Washington
-$67.7K -960 Closed
OIM
224
Oder Investment Management
California
-$45K -632 Closed
TIAM2
225
Tru Independence Asset Management 2
Oregon
-$38K -540 Closed