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iShares Morningstar US Equity ETF

100 hedge funds and large institutions have $222M invested in iShares Morningstar US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.6M -$9.6K -240 -0.6%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.47M
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.4M +$243K +6,068 +21%
SWM
29
SeaCrest Wealth Management
New York
$1.1M +$160 +4 +0%
RT
30
Rockland Trust
Massachusetts
$1.09M -$46.1K -1,152 -4%
GLA
31
Good Life Advisors
Pennsylvania
$947K -$3.79M -95,164 -80%
TA
32
Tiedemann Advisors
New York
$947K
CAN
33
Cetera Advisor Networks
California
$857K -$66K -1,652 -7%
HighTower Advisors
34
HighTower Advisors
Illinois
$751K -$5.43K -136 -0.7%
VFA
35
Voya Financial Advisors
Connecticut
$677K +$17.2K +432 +3%
GRP
36
Global Retirement Partners
California
$670K
WMA
37
Wealth Management Associates
New Jersey
$639K +$13.1K +328 +2%
EFSCE
38
Enterprise Financial Services Corp (EFSC)
Missouri
$619K +$619K +15,468 New
IWM
39
IHT Wealth Management
Illinois
$616K +$67.5K +1,688 +12%
CFGS
40
Concourse Financial Group Securities
Alabama
$613K -$24.9K -624 -4%
DIA
41
Dana Investment Advisors
Wisconsin
$599K -$314K -7,860 -34%
CA
42
Cetera Advisors
Colorado
$594K -$16K -400 -3%
GG
43
GenWealth Group
New Jersey
$544K +$66.3K +1,640 +14%
LCM
44
Liberty Capital Management
Michigan
$490K
Jane Street
45
Jane Street
New York
$466K +$166K +4,144 +55%
TC
46
TAP Consulting
Missouri
$435K +$435K +10,876 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$420K -$28.1K -696 -6%
LC
48
Landaas & Company
Wisconsin
$417K -$37.4K -936 -8%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$413K +$34.8K +876 +9%
AMG
50
Asset Management Group
Connecticut
$370K +$1.76K +44 +0.5%