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iShares Morningstar US Equity ETF

113 hedge funds and large institutions have $242M invested in iShares Morningstar US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
26
Atria Investments
North Carolina
$1.45M +$1.45M +33,264 New
PAG
27
Private Advisor Group
New Jersey
$1.32M -$184K -4,212 -12%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.22M -$3.72M -85,260 -75%
Citigroup
29
Citigroup
New York
$1.21M -$65.5K -1,500 -5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.16M -$1.05M -24,000 -47%
RT
31
Rockland Trust
Massachusetts
$1.1M -$8.73K -200 -0.8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$192K +4,404 +22%
SWM
33
SeaCrest Wealth Management
New York
$1.07M -$6.46K -148 -0.6%
IA
34
IFG Advisory
Georgia
$941K +$174 +4 +0%
CAN
35
Cetera Advisor Networks
California
$933K +$8.73K +200 +0.9%
SWPG
36
Strategic Wealth Partners Group
Illinois
$827K +$827K +18,956 New
GRP
37
Global Retirement Partners
California
$772K
VFA
38
Voya Financial Advisors
Connecticut
$735K
WMA
39
Wealth Management Associates
New Jersey
$722K +$349 +8 +0%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$722K
IWM
41
IHT Wealth Management
Illinois
$625K -$163K -3,748 -21%
CFGS
42
Concourse Financial Group Securities
Alabama
$582K +$11.9K +272 +2%
GG
43
GenWealth Group
New Jersey
$540K
LCM
44
Liberty Capital Management
Michigan
$535K
M&T Bank
45
M&T Bank
New York
$524K +$524K +12,000 New
CWM
46
Cornerstone Wealth Management
Missouri
$518K -$37.8K -868 -7%
MA
47
Mutual Advisors
Nebraska
$515K -$1.15M -26,324 -69%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$464K -$101K -2,324 -18%
PSF
49
Pacific Sun Financial
California
$457K
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$447K