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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 %
HI
201
Harbour Investments
Wisconsin
$49.8K -$14.3K -162 -22%
FFA
202
Founders Financial Alliance
North Carolina
$48.9K +$35K +396 +252%
SWA
203
SOA Wealth Advisors
New York
$43.8K +$88 +1 +0.2%
GTAM
204
Global Trust Asset Management
Florida
$43.3K -$91.9K -1,040 -68%
FIM
205
FWL Investment Management
Texas
$35.3K
BTI
206
Blue Trust Inc
Georgia
$33.1K
TCOV
207
Trust Company of Vermont
Vermont
$32.6K +$32.6K +369 New
SIS
208
Sound Income Strategies
Florida
$32.1K +$32.1K +363 New
PTC
209
Private Trust Company
Ohio
$31.1K -$7.24K -82 -19%
DCM
210
Davis Capital Management
Florida
$30.7K
TCM
211
TruNorth Capital Management
Michigan
$29.1K
SC
212
SouthState Corp
Florida
$28.3K
CW
213
Cooksen Wealth
Texas
$28K +$28K +341 New
TWC
214
TD Waterhouse Canada
Ontario, Canada
$26.7K -$4.36K -49 -14%
CTA
215
Colonial Trust Advisors
South Carolina
$22.5K
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K
WPA
217
West Paces Advisors
Georgia
$18.5K
FGAM
218
Financial Gravity Asset Management
Texas
$18K +$18K +204 New
CTC
219
Central Trust Company
Missouri
$17.7K
NS
220
NBC Securities
Alabama
$17K +$17K +200 New
RDFA
221
Ritter Daniher Financial Advisory
Ohio
$16.8K
AT
222
Arlington Trust
Alabama
$15.5K
RIL
223
Rothschild Investment LLC
Illinois
$13.2K
GSWM
224
Golden State Wealth Management
California
$12.6K
PK
225
Pflug Koory
Nebraska
$12K