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iShares US Consumer Discretionary ETF

176 hedge funds and large institutions have $573M invested in iShares US Consumer Discretionary ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.56%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
23
Increased
50
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$90.1M +$3.98M +63,752 +5%
Morgan Stanley
2
Morgan Stanley
New York
$83.4M -$3.29M -52,676 -4%
Wells Fargo
3
Wells Fargo
California
$42.6M -$4.19M -67,076 -9%
UBS Group
4
UBS Group
Switzerland
$32.2M +$306K +4,892 +1%
HCM
5
Howard Capital Management
Georgia
$30.2M +$22.9M +366,088 +313%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.9M -$8.48M -135,668 -29%
SFI
7
SPC Financial Inc
Maryland
$18.4M +$152K +2,428 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$15M +$5.76M +92,212 +62%
LPL Financial
9
LPL Financial
California
$14.7M +$1.25M +20,044 +9%
QA
10
Quantitative Advantage
Minnesota
$13.8M +$220K +3,520 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.5M -$103K -1,644 -0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.9M +$3.88M +62,016 +43%
Ameriprise
13
Ameriprise
Minnesota
$11.6M +$1.03M +16,480 +10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$10.8M +$294K +4,704 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.53M +$137K +2,196 +1%
BDS
16
Banco de Sabadell
Florida
$7.97M +$7.97M +128,004 New
MWM
17
MinichMacGregor Wealth Management
New York
$7.91M +$3.32M +53,084 +72%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$6.01M -$450K -7,200 -7%
FAAS
19
First Allied Advisory Services
California
$5.84M +$558K +8,924 +11%
RJA
20
Raymond James & Associates
Florida
$5.29M -$67.3K -1,076 -1%
UCFA
21
United Capital Financial Advisors
Texas
$5.23M -$152K -2,436 -3%
Stifel Financial
22
Stifel Financial
Missouri
$5.06M +$169K +2,696 +3%
PFS
23
Prospera Financial Services
Texas
$4.6M +$49.8K +796 +1%
ASN
24
Advisory Services Network
Georgia
$4.16M +$692K +11,076 +20%
CS
25
Credit Suisse
Switzerland
$4.14M