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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 %
GTAM
201
Global Trust Asset Management
Florida
$147K +$35.1K +365 +31%
DP
202
Denver PWM
Colorado
$133K +$192 +2 +0.1%
CIAS
203
Capital Investment Advisory Services
North Carolina
$121K -$10.5K -109 -8%
AF
204
Allworth Financial
California
$117K +$26.5K +268 +29%
MWM
205
Mascoma Wealth Management
New Hampshire
$96.1K
MIM
206
MTM Investment Management
South Carolina
$85K
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$83.1K
FP
208
Financial Perspectives
Minnesota
$73.1K
GFPC
209
Global Financial Private Client
Florida
$70K
HI
210
Harbour Investments
Wisconsin
$69.7K +$53K +551 +317%
GRP
211
Global Retirement Partners
California
$67.7K +$57.7K +600 +577%
MA
212
Montag & Associates
Georgia
$66.9K
CA
213
Clearstead Advisors
Ohio
$63K
AEPWM
214
Atlantic Edge Private Wealth Management
Florida
$55.8K
BCA
215
Bray Capital Advisors
Florida
$48.1K
SWA
216
SOA Wealth Advisors
New York
$47.6K
PTC
217
Private Trust Company
Ohio
$41.7K +$10K +104 +32%
FIM
218
FWL Investment Management
Texas
$38.5K
BTI
219
Blue Trust Inc
Georgia
$36.1K
RIA
220
Realta Investment Advisors
Delaware
$34.9K -$11.6K -120 -25%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$33.6K
DCM
222
Davis Capital Management
Florida
$33.5K
TCM
223
TruNorth Capital Management
Michigan
$31.7K +$31.7K +330 New
SC
224
SouthState Corp
Florida
$30.8K
SWM
225
Sugarloaf Wealth Management
Georgia
$30.4K