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iShares Morningstar US Equity ETF

60 hedge funds and large institutions have $128M invested in iShares Morningstar US Equity ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
18
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TG
26
Threshold Group
Washington
$865K +$865K +28,184 New
MC
27
Mathes Company
New York
$856K -$46K -1,500 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$623K -$17.6K -572 -3%
Jane Street
29
Jane Street
New York
$541K +$224K +7,280 +70%
FAAS
30
First Allied Advisory Services
California
$479K -$88.6K -2,884 -16%
LCM
31
Liberty Capital Management
Michigan
$461K +$461K +15,020 New
BRWA
32
B. Riley Wealth Advisors
Florida
$418K
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$360K -$62.4K -2,036 -15%
CAN
34
Cetera Advisor Networks
California
$355K -$98.1K -3,188 -22%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$354K +$25.8K +840 +8%
HighTower Advisors
36
HighTower Advisors
Illinois
$340K +$340K +11,096 New
AG
37
Advisor Group
Arizona
$338K +$338K +11,124 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$306K
AMG
39
Asset Management Group
Connecticut
$293K -$26K -848 -8%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K +$4.42K +144 +2%
Creative Planning
41
Creative Planning
Kansas
$267K +$23.2K +756 +10%
SPC
42
Sigma Planning Corp
Michigan
$262K +$262K +8,548 New
SI
43
SII Investments
Wisconsin
$216K +$216K +7,064 New
AFP
44
Ausdal Financial Partners
Iowa
$213K -$8.71K -284 -4%
FA
45
FDx Advisors
Illinois
$213K
IF
46
Ironwood Financial
Arizona
$186K -$22.1K -720 -11%
WTC
47
WhitTier Trust Company
Nevada
$120K
GAM
48
Gemmer Asset Management
California
$114K +$615 +20 +0.5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$111K +$111K +3,624 New
US Bancorp
50
US Bancorp
Minnesota
$92K