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iShares Morningstar US Equity ETF

124 hedge funds and large institutions have $281M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
29
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.61M -$35.6K -656 -2%
KAS
27
Kestra Advisory Services
Texas
$1.43M +$1.42M +26,296 +9,961%
Citigroup
28
Citigroup
New York
$1.35M -$59.8K -1,104 -4%
SWM
29
SeaCrest Wealth Management
New York
$1.22M -$1.95K -36 -0.2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$88.5K -1,632 -7%
PAG
31
Private Advisor Group
New Jersey
$1.21M -$91.3K -1,684 -7%
RT
32
Rockland Trust
Massachusetts
$1.05M -$36.9K -680 -3%
SWPG
33
Strategic Wealth Partners Group
Illinois
$985K -$2.39K -44 -0.2%
GRP
34
Global Retirement Partners
California
$882K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$840K
WMA
36
Wealth Management Associates
New Jersey
$818K -$47.5K -876 -5%
IWM
37
IHT Wealth Management
Illinois
$770K -$50.3K -928 -6%
FTUS
38
Flow Traders U.S.
New York
$744K +$744K +13,732 New
CFGS
39
Concourse Financial Group Securities
Alabama
$712K -$41.2K -760 -5%
LCM
40
Liberty Capital Management
Michigan
$665K +$665K +12,260 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$608K -$24.9K -460 -4%
MA
42
Mutual Advisors
Nebraska
$602K -$41.6K -768 -6%
GG
43
GenWealth Group
New Jersey
$563K -$60.2K -1,112 -10%
EFSCE
44
Enterprise Financial Services Corp (EFSC)
Missouri
$540K
CWM
45
Cornerstone Wealth Management
Missouri
$528K -$6.5K -120 -1%
PA
46
PFG Advisors
Arizona
$527K -$9.11K -168 -2%
DIA
47
Dana Investment Advisors
Wisconsin
$480K
MCC
48
Money Concepts Capital
Florida
$473K +$473K +8,728 New
LC
49
Landaas & Company
Wisconsin
$458K -$6.28K -116 -1%
WP
50
WealthSource Partners
California
$456K +$1.52K +28 +0.3%