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iShares US Consumer Discretionary ETF

132 hedge funds and large institutions have $490M invested in iShares US Consumer Discretionary ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
39
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$95.1M 579,415 -237 -0%
Morgan Stanley
2
Morgan Stanley
New York
$80.2M 488,708 +43,547 +10%
Bank of America
3
Bank of America
North Carolina
$41.2M 251,004 +14,202 +6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$30.8M 187,717 -5,182 -3%
UBS Group
5
UBS Group
Switzerland
$26.5M 161,696 +18,785 +13%
Wells Fargo
6
Wells Fargo
California
$23.7M 144,269 +3,537 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.2M 80,712 -350 -0.4%
GC
8
Grimes & Company
Massachusetts
$12.6M 76,604 +76,604 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.1M 73,459 -23,763 -24%
LPL Financial
10
LPL Financial
California
$9.9M 60,302 +21,139 +54%
PWAG
11
Polaris Wealth Advisory Group
California
$9.45M 57,590 +575 +1%
UCFA
12
United Capital Financial Advisors
Texas
$8.98M 54,730 -21,590 -28%
RJA
13
Raymond James & Associates
Florida
$6.35M 38,669 -1,349 -3%
NA
14
Navellier & Associates
Nevada
$6.06M 36,951 +6,292 +21%
CS
15
Credit Suisse
Switzerland
$5.66M 34,485 +34,485 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.97M 30,311 +30,301 +303,010%
MWM
17
MinichMacGregor Wealth Management
New York
$4.27M 26,036 +1,155 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.2M 25,597 +23,715 +1,260%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.89M 23,718 -23,728 -50%
SI
20
Stephens Inc
Arkansas
$3.74M 22,771 +6,023 +36%
ACM
21
Aviance Capital Management
Florida
$3.43M 20,927 -2,424 -10%
AIM
22
Advantage Investment Management
Iowa
$3.07M 18,719 +18,707 +155,892%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.8M 17,053 +11,236 +193%
AG
24
Advisor Group
Arizona
$2.7M 16,433 +12,823 +355%
BFA
25
Beaumont Financial Advisors
Massachusetts
$2.68M 16,345 +16,345 New