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iShares US Consumer Discretionary ETF

236 hedge funds and large institutions have $844M invested in iShares US Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-14
Holders Change %
-5.6%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
73
Reduced
61
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$116M +$116M +1,316,435 New
PCH
2
PGIM Custom Harvest
New Jersey
$86M +$12.4M +140,794 +17%
Morgan Stanley
3
Morgan Stanley
New York
$83.7M +$4.6M +52,105 +6%
Bank of America
4
Bank of America
North Carolina
$69.1M +$9.33M +105,587 +16%
UBS Group
5
UBS Group
Switzerland
$49.3M +$4.4M +49,858 +10%
Wells Fargo
6
Wells Fargo
California
$32.9M +$7.8M +88,332 +31%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$22.8M +$4.63M +52,422 +25%
MML Investors Services
8
MML Investors Services
Massachusetts
$22.4M +$2.24M +25,408 +11%
Raymond James Financial
9
Raymond James Financial
Florida
$18.4M -$1.44M -16,253 -7%
PFS
10
Prospera Financial Services
Texas
$18.2M +$1.58M +17,910 +10%
FIA
11
Foundations Investment Advisors
Arizona
$16.8M +$16.1M +182,082 +2,406%
LPL Financial
12
LPL Financial
California
$16.4M +$1.52M +17,204 +10%
SFI
13
SPC Financial Inc
Maryland
$16.2M +$399K +4,517 +3%
MWM
14
MinichMacGregor Wealth Management
New York
$15.1M +$15.1M +170,734 New
Osaic Holdings
15
Osaic Holdings
Arizona
$13.1M +$3.52M +39,816 +37%
Stifel Financial
16
Stifel Financial
Missouri
$13M +$6.01M +68,050 +86%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$12.9M -$702K -7,948 -5%
ASN
18
Advisory Services Network
Georgia
$11.3M +$909K +10,294 +9%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$8.89M +$4.48M +50,700 +101%
Goldman Sachs
20
Goldman Sachs
New York
$7.86M +$3.01M +34,093 +62%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$7.01M +$1.92M +21,728 +38%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.33M +$346K +3,922 +6%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$6.08M +$5.2M +58,914 +592%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.7M +$2.87M +32,470 +101%
SFC
25
Summit Financial Consulting
Michigan
$5.33M +$5.33M +60,338 New