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iShares US Consumer Discretionary ETF

84 hedge funds and large institutions have $312M invested in iShares US Consumer Discretionary ETF in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
26
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.8M 343,629 +619 +0.2%
BFA
2
Beaumont Financial Advisors
Massachusetts
$32.9M 264,253 +68,423 +35%
Wells Fargo
3
Wells Fargo
California
$26.4M 212,108 +9,795 +5%
BTS
4
BB&T Securities
Virginia
$21.7M 17,412 -16,803 -49%
Deutsche Bank
5
Deutsche Bank
Germany
$19.8M 159,046 +159,046 New
Bank of America
6
Bank of America
North Carolina
$19.1M 153,264 -12,490 -8%
AssetMark Inc
7
AssetMark Inc
California
$18.3M 147,180 +90,954 +162%
U
8
UBS
Switzerland
$17.1M 137,390 -4,230 -3%
Lazard Asset Management
9
Lazard Asset Management
New York
$12.3M 98,475 +98,475 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10M 80,312 -15,276 -16%
LPL Financial
11
LPL Financial
California
$9.67M 78,878 +36,642 +87%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.46M 59,938 -6,531 -10%
ST
13
Spinnaker Trust
Maine
$6.64M 53,375 -4,688 -8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.79M 46,560 +180 +0.4%
SFI
15
SPC Financial Inc
Maryland
$5.64M 45,290 +280 +0.6%
Goldman Sachs
16
Goldman Sachs
New York
$5.54M 44,525 +648 +1%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$4.87M 39,093 +508 +1%
CS
18
Credit Suisse
Switzerland
$3.49M 28,072 -835 -3%
NSIM
19
North Star Investment Management
Illinois
$3.38M 27,139 +276 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.23M 25,938 +15,434 +147%
SI
21
Stephens Inc
Arkansas
$2.4M 19,281 +364 +2%
SC
22
Scotia Capital
Ontario, Canada
$2.1M 16,923 +9,581 +130%
TRCT
23
Tower Research Capital (TRC)
New York
$1.95M 15,681 +15,681 New
SCA
24
Stillwater Capital Advisors
Pennsylvania
$1.85M 14,867 +1,551 +12%
OC
25
Oppenheimer & Co
New York
$1.85M 14,847 +963 +7%