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iShares US Consumer Discretionary ETF

210 hedge funds and large institutions have $474M invested in iShares US Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-10
Holders Change %
-4.55%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
23
Increased
52
Reduced
73
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
201
Rothschild Investment LLC
Illinois
$12.2K -$12.5K -154 -51%
FGA
202
Fortis Group Advisors
New Jersey
$11.1K
AA
203
AlphaMark Advisors
Kentucky
$9K
CA
204
Continuum Advisory
Idaho
$8.78K
HI
205
Harbour Investments
Wisconsin
$8.72K
GRP
206
Global Retirement Partners
California
$8.45K
PFBT
207
Parkside Financial Bank & Trust
Missouri
$8.4K
SWM
208
Spire Wealth Management
Virginia
$8.13K
CPBTD
209
Central Pacific Bank - Trust Division
Hawaii
$6.58K
FCA
210
FinTrust Capital Advisors
South Carolina
$4.48K +$4.48K +55 New
HPC
211
HM Payson & Co
Maine
$4.23K +$4.23K +52 New
PSB
212
Piscataqua Savings Bank
New Hampshire
$3.25K
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$32.4M -395,056 Closed
PRS
214
Pinkerton Retirement Specialists
Idaho
-$6.76M -82,451 Closed
TC
215
TownSquare Capital
Utah
-$6.58M -80,219 Closed
NG
216
Norden Group
Utah
-$6.51M -79,383 Closed
KWA
217
Kellett Wealth Advisors
Ohio
-$5.4M -65,878 Closed
CIA
218
Concurrent Investment Advisors
Florida
-$4.86M -59,279 Closed
SFS
219
Sharp Financial Services
Pennsylvania
-$4.08M -49,743 Closed
MSAM
220
Moloney Securities Asset Management
Missouri
-$4.03M -49,175 Closed
BWP
221
Balboa Wealth Partners
Arizona
-$2.52M -30,747 Closed
VWM
222
VCI Wealth Management
Missouri
-$1.03M -12,626 Closed
CCFM
223
Clear Creek Financial Management
Washington
-$940K -11,469 Closed
FIA
224
Foundations Investment Advisors
Arizona
-$844K -10,291 Closed
OWA
225
Outlook Wealth Advisors
Texas
-$807K -9,845 Closed