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iShares US Consumer Discretionary ETF

190 hedge funds and large institutions have $360M invested in iShares US Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
48
Reduced
54
Closed
16
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$4K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.4M 834,927 -55,955 -6%
Bank of America
2
Bank of America
North Carolina
$50.6M 711,206 +127,116 +22%
UBS Group
3
UBS Group
Switzerland
$32.1M 451,711 +41,813 +10%
Wells Fargo
4
Wells Fargo
California
$20.7M 290,187 -655 -0.2%
PCH
5
PGIM Custom Harvest
New Jersey
$15.5M 218,043 +11,223 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.4M 187,768 -5,499 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.7M 150,142 +10,887 +8%
LPL Financial
8
LPL Financial
California
$9.93M 139,530 -3,336 -2%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$9.19M 129,160 +129,160 New
Osaic Holdings
10
Osaic Holdings
Arizona
$7.08M 99,438 +41,431 +71%
UCFA
11
United Capital Financial Advisors
Texas
$6.41M 90,035 -2,557 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.03M 84,676 +5,029 +6%
QFA
13
Quattro Financial Advisors
Texas
$5.92M 83,143 -53,229 -39%
RJA
14
Raymond James & Associates
Florida
$5.12M 72,010 +5,703 +9%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$4.95M 69,605 -6,900 -9%
FCFC
16
First Citizens Financial Corp
Iowa
$4.63M 65,107 +65,107 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.28M 60,202 -3,587 -6%
Goldman Sachs
18
Goldman Sachs
New York
$4.03M 56,643 -35,777 -39%
SAM
19
Synergy Asset Management
Washington
$3.62M 50,865 +50,865 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.04M 42,768 +38,720 +957%
Citadel Advisors
21
Citadel Advisors
Florida
$3.04M 42,736 +42,736 New
CCA
22
Cottonwood Capital Advisors
Utah
$2.65M 37,268 -2,003 -5%
SCA
23
Stillwater Capital Advisors
Pennsylvania
$2.6M 36,597 -5 -0%
Ameriprise
24
Ameriprise
Minnesota
$2.56M 35,909 +14,931 +71%
SFPG
25
Stonebridge Financial Planning Group
Florida
$2.54M 35,742 -2,079 -5%