ILCB icon

iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.27M -$263K -7,168 -17%
Citigroup
27
Citigroup
New York
$1.07M -$373K -10,184 -26%
RT
28
Rockland Trust
Massachusetts
$931K -$26.2K -716 -3%
SWM
29
SeaCrest Wealth Management
New York
$906K -$89.4K -2,440 -9%
IA
30
IFG Advisory
Georgia
$790K +$14.1K +384 +2%
CAN
31
Cetera Advisor Networks
California
$776K
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$749K +$632K +17,248 +541%
IWM
33
IHT Wealth Management
Illinois
$662K +$15.4K +420 +2%
GRP
34
Global Retirement Partners
California
$649K -$9.68K -264 -1%
VFA
35
Voya Financial Advisors
Connecticut
$634K -$46.8K -1,260 -7%
Jane Street
36
Jane Street
New York
$631K +$384K +10,484 +156%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$629K
WMA
38
Wealth Management Associates
New Jersey
$606K -$3.37K -92 -0.6%
CFGS
39
Concourse Financial Group Securities
Alabama
$479K +$39.8K +1,084 +9%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$475K +$11.1K +304 +2%
CWM
41
Cornerstone Wealth Management
Missouri
$467K -$66.1K -1,804 -12%
GG
42
GenWealth Group
New Jersey
$450K -$37.7K -1,032 -8%
LCM
43
Liberty Capital Management
Michigan
$449K
PA
44
PFG Advisors
Arizona
$392K -$13.8K -348 -3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$391K +$30.9K +844 +9%
PSF
46
Pacific Sun Financial
California
$384K +$4.4K +120 +1%
LC
47
Landaas & Company
Wisconsin
$378K +$322 +8 +0.1%
EFSCE
48
Enterprise Financial Services Corp (EFSC)
Missouri
$375K -$127K -3,468 -25%
GLA
49
Good Life Advisors
Pennsylvania
$358K -$91.1K -2,496 -20%
Creative Planning
50
Creative Planning
Kansas
$336K +$3.22K +88 +1%