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iShares US Consumer Discretionary ETF

205 hedge funds and large institutions have $787M invested in iShares US Consumer Discretionary ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
3.61%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
32
Increased
58
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 1,346,215 -49,259 -4%
Bank of America
2
Bank of America
North Carolina
$83.3M 1,112,746 -333,348 -23%
Wells Fargo
3
Wells Fargo
California
$58.1M 776,218 +86,117 +12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$47.2M 631,087 +373,739 +145%
HCM
5
Howard Capital Management
Georgia
$42.5M 553,352 +47,572 +9%
UBS Group
6
UBS Group
Switzerland
$37.8M 505,572 -913 -0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29M 387,237 +138,289 +56%
Osaic Holdings
8
Osaic Holdings
Arizona
$24.2M 323,156 +81,637 +34%
SFI
9
SPC Financial Inc
Maryland
$22.5M 300,772 +4,020 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$19.9M 265,322 +67,528 +34%
BDS
11
Banco de Sabadell
Florida
$17.7M 237,400 +65,407 +38%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$17.3M 230,534 +60,094 +35%
LPL Financial
13
LPL Financial
California
$16.1M 215,263 +1,107 +0.5%
QA
14
Quantitative Advantage
Minnesota
$15.5M 207,573 -14,084 -6%
SAS
15
Sage Advisory Services
Texas
$13.1M 174,802 +174,802 New
PI
16
PFS Investments
Georgia
$11M 147,397 +147,397 New
MML Investors Services
17
MML Investors Services
Massachusetts
$10.4M 139,434 +102,222 +275%
MWM
18
MinichMacGregor Wealth Management
New York
$9.96M 133,081 +2,654 +2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$9.29M 124,089 -57,938 -32%
Ameriprise
20
Ameriprise
Minnesota
$8.88M 118,621 +5,040 +4%
Stifel Financial
21
Stifel Financial
Missouri
$8.23M 109,905 +24,228 +28%
RJA
22
Raymond James & Associates
Florida
$7.65M 102,255 +9,659 +10%
ASN
23
Advisory Services Network
Georgia
$7.53M 100,662 +22,998 +30%
KNW
24
Kesler Norman & Wride
Utah
$6.92M 92,465 +777 +0.8%
FWCM
25
Ferguson Wellman Capital Management
Oregon
$6.6M 88,140 -6,280 -7%