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iShares US Consumer Discretionary ETF

197 hedge funds and large institutions have $470M invested in iShares US Consumer Discretionary ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-29
Holders Change %
-12.83%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
14
Increased
42
Reduced
85
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.4M -$35.1M -467,990 -34%
Bank of America
2
Bank of America
North Carolina
$66.3M -$26.8M -357,257 -29%
UBS Group
3
UBS Group
Switzerland
$33.9M -$4.2M -55,932 -11%
Wells Fargo
4
Wells Fargo
California
$31.6M -$20.8M -277,420 -40%
Osaic Holdings
5
Osaic Holdings
Arizona
$18.9M -$3.75M -49,838 -17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.8M -$5.88M -78,377 -26%
LPL Financial
7
LPL Financial
California
$15.6M -$2.44M -32,459 -14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.6M -$6.19M -82,473 -30%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$10.3M -$1.15M -15,281 -10%
QA
10
Quantitative Advantage
Minnesota
$9.98M +$30.2K +402 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$9.15M +$4.52M +60,261 +98%
Prudential Financial
12
Prudential Financial
New Jersey
$8.04M -$3.97M -52,907 -33%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.64M +$2.74M +36,480 +56%
Ameriprise
14
Ameriprise
Minnesota
$7.51M -$8.37M -111,529 -53%
UCFA
15
United Capital Financial Advisors
Texas
$7.01M -$207K -2,765 -3%
KNW
16
Kesler Norman & Wride
Utah
$6.93M -$266K -3,542 -4%
QFA
17
Quattro Financial Advisors
Texas
$5.78M +$796K +10,612 +16%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$5.59M -$209K -2,780 -4%
BlackRock
19
BlackRock
New York
$5.25M +$165K +2,204 +3%
RJA
20
Raymond James & Associates
Florida
$4.99M -$2.81M -37,380 -36%
FCFC
21
First Citizens Financial Corp
Iowa
$4.53M +$160K +2,126 +4%
SFPG
22
Stonebridge Financial Planning Group
Florida
$3.92M -$67K -893 -2%
PFS
23
Prospera Financial Services
Texas
$3.69M -$2.04M -27,242 -36%
SCA
24
Stillwater Capital Advisors
Pennsylvania
$3.61M -$25.7K -343 -0.7%
CCA
25
Cottonwood Capital Advisors
Utah
$3.49M -$43.9K -585 -1%