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iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $234M invested in iShares Morningstar US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.71M -$1.13M -26,996 -40%
Citigroup
27
Citigroup
New York
$1.64M -$3.19K -76 -0.2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.43M -$7.89K -188 -0.5%
SWM
29
SeaCrest Wealth Management
New York
$1.14M +$168 +4 +0%
RT
30
Rockland Trust
Massachusetts
$1.09M -$15.9K -388 -1%
TA
31
Tiedemann Advisors
New York
$994K
CAN
32
Cetera Advisor Networks
California
$896K +$5.05K +120 +0.6%
IA
33
IFG Advisory
Georgia
$893K +$893K +21,284 New
VFA
34
Voya Financial Advisors
Connecticut
$866K +$47.5K +1,140 +6%
GRP
35
Global Retirement Partners
California
$759K -$1.01K -24 -0.1%
IWM
36
IHT Wealth Management
Illinois
$743K +$128K +3,036 +21%
WMA
37
Wealth Management Associates
New Jersey
$698K +$28.9K +688 +4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$654K
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$649K
GG
40
GenWealth Group
New Jersey
$559K -$5.03K -120 -0.9%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$532K +$84.3K +2,008 +19%
GLA
42
Good Life Advisors
Pennsylvania
$516K -$337K -8,024 -40%
LCM
43
Liberty Capital Management
Michigan
$515K
PSF
44
Pacific Sun Financial
California
$469K
Jane Street
45
Jane Street
New York
$430K -$379K -9,028 -47%
PA
46
PFG Advisors
Arizona
$422K
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$409K -$57.7K -1,380 -12%
LC
48
Landaas & Company
Wisconsin
$394K -$45.2K -1,076 -10%
RJA
49
Raymond James & Associates
Florida
$383K +$151K +3,592 +65%
Creative Planning
50
Creative Planning
Kansas
$382K