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iShares Morningstar US Equity ETF

103 hedge funds and large institutions have $226M invested in iShares Morningstar US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
29
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.69M +$41.6K +1,008 +3%
Citigroup
27
Citigroup
New York
$1.61M -$82.4K -1,996 -5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.42M -$25.6K -620 -2%
SWM
29
SeaCrest Wealth Management
New York
$1.12M -$9.57K -232 -0.8%
RT
30
Rockland Trust
Massachusetts
$1.11M -$6.61K -160 -0.6%
TA
31
Tiedemann Advisors
New York
$980K
CAN
32
Cetera Advisor Networks
California
$879K -$10.8K -260 -1%
GLA
33
Good Life Advisors
Pennsylvania
$839K -$142K -3,444 -14%
VFA
34
Voya Financial Advisors
Connecticut
$806K +$107K +2,596 +15%
Jane Street
35
Jane Street
New York
$796K +$315K +7,628 +65%
TRCT
36
Tower Research Capital (TRC)
New York
$780K +$596K +14,416 +323%
GRP
37
Global Retirement Partners
California
$747K +$55.3K +1,340 +8%
WMA
38
Wealth Management Associates
New Jersey
$658K -$1.65K -40 -0.3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$658K +$658K +15,540 New
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$638K
CFGS
41
Concourse Financial Group Securities
Alabama
$634K
IWM
42
IHT Wealth Management
Illinois
$605K -$30.9K -748 -5%
GG
43
GenWealth Group
New Jersey
$560K
LCM
44
Liberty Capital Management
Michigan
$506K
PSF
45
Pacific Sun Financial
California
$461K +$461K +11,176 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$460K +$30.8K +748 +7%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$440K +$11.1K +268 +3%
PA
48
PFG Advisors
Arizona
$433K +$91.3K +2,160 +27%
LC
49
Landaas & Company
Wisconsin
$431K +$825 +20 +0.2%
Creative Planning
50
Creative Planning
Kansas
$375K