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iShares US Consumer Discretionary ETF

99 hedge funds and large institutions have $512M invested in iShares US Consumer Discretionary ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
27
Increased
37
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$84.9M 616,299 +352,046 +133%
Morgan Stanley
2
Morgan Stanley
New York
$59.4M 431,437 +87,808 +26%
AssetMark Inc
3
AssetMark Inc
California
$40.9M 296,791 +149,611 +102%
Wells Fargo
4
Wells Fargo
California
$37.5M 272,026 +59,918 +28%
Bank of America
5
Bank of America
North Carolina
$28.6M 207,474 +54,210 +35%
UBS Group
6
UBS Group
Switzerland
$28.2M 204,562 +204,562 New
LPL Financial
7
LPL Financial
California
$24.6M 178,741 +99,863 +127%
Lazard Asset Management
8
Lazard Asset Management
New York
$19.7M 142,932 +44,457 +45%
PWAG
9
Polaris Wealth Advisory Group
California
$13M 94,510 +94,510 New
QA
10
Quantitative Advantage
Minnesota
$12.7M 92,224 +92,224 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.7M 84,798 +4,486 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.4M 83,086 +23,148 +39%
Goldman Sachs
13
Goldman Sachs
New York
$8.5M 61,721 +17,196 +39%
ST
14
Spinnaker Trust
Maine
$7.49M 54,352 +977 +2%
PFG
15
Pacific Financial Group
Washington
$7.27M 52,780 +52,780 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$6.85M 49,742 +46,358 +1,370%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.29M 45,626 -934 -2%
SFI
18
SPC Financial Inc
Maryland
$6.08M 44,155 -1,135 -3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.07M 36,823 -2,270 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$4.67M 33,927 +33,927 New
TRCT
21
Tower Research Capital (TRC)
New York
$4.05M 29,426 +13,745 +88%
Jane Street
22
Jane Street
New York
$3.98M 28,883 +26,041 +916%
SI
23
Stephens Inc
Arkansas
$3.96M 28,758 +9,477 +49%
BTS
24
BB&T Securities
Virginia
$3.87M 2,810 -14,602 -84%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.74M 27,144 +1,206 +5%