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iShares US Consumer Discretionary ETF

187 hedge funds and large institutions have $411M invested in iShares US Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 25 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
42
Reduced
55
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.8M 952,217 +952,217 New
Morgan Stanley
2
Morgan Stanley
New York
$53.7M 802,521 -32,406 -4%
Bank of America
3
Bank of America
North Carolina
$46.8M 699,452 -11,754 -2%
UBS Group
4
UBS Group
Switzerland
$29.7M 443,644 -8,067 -2%
Wells Fargo
5
Wells Fargo
California
$19M 283,418 -6,769 -2%
PCH
6
PGIM Custom Harvest
New Jersey
$14.4M 215,600 -2,443 -1%
LPL Financial
7
LPL Financial
California
$12M 178,745 +39,215 +28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.6M 173,254 -14,514 -8%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$9.13M 136,337 +7,177 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.78M 131,123 -19,019 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.63M 128,900 +29,462 +30%
Goldman Sachs
12
Goldman Sachs
New York
$7.44M 111,107 +54,464 +96%
RJA
13
Raymond James & Associates
Florida
$6.23M 93,102 +21,092 +29%
UCFA
14
United Capital Financial Advisors
Texas
$6.01M 89,696 -339 -0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.64M 84,246 -430 -0.5%
FWCM
16
Ferguson Wellman Capital Management
Oregon
$4.61M 68,930 -675 -1%
FCFC
17
First Citizens Financial Corp
Iowa
$4.09M 61,069 -4,038 -6%
AWM
18
AE Wealth Management
Kansas
$3.56M 53,113 +25,158 +90%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.48M 51,927 -8,275 -14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.39M 50,582 +7,814 +18%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.81M 42,027 +33,656 +402%
SCA
22
Stillwater Capital Advisors
Pennsylvania
$2.45M 36,580 -17 -0%
SFPG
23
Stonebridge Financial Planning Group
Florida
$2.37M 35,442 -300 -0.8%
NA
24
NewEdge Advisors
Louisiana
$2.34M 34,900 -275 -0.8%
CCA
25
Cottonwood Capital Advisors
Utah
$2.29M 34,261 -3,007 -8%