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iShares Morningstar US Equity ETF

122 hedge funds and large institutions have $271M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$1.26M +$486K +8,676 +63%
SWM
27
SeaCrest Wealth Management
New York
$1.24M -$17.3K -308 -1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$43.3K -772 -3%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.19M +$562K +10,024 +89%
PAG
30
Private Advisor Group
New Jersey
$1.14M -$111K -1,988 -9%
RT
31
Rockland Trust
Massachusetts
$1.07M -$10.8K -192 -1%
SWPG
32
Strategic Wealth Partners Group
Illinois
$1M -$17.9K -320 -2%
GRP
33
Global Retirement Partners
California
$913K
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$892K
WMA
35
Wealth Management Associates
New Jersey
$846K +$224 +4 +0%
IWM
36
IHT Wealth Management
Illinois
$802K +$6.05K +108 +0.8%
SFS
37
Sowell Financial Services
Arkansas
$689K +$689K +46,708 New
LCM
38
Liberty Capital Management
Michigan
$687K
CFGS
39
Concourse Financial Group Securities
Alabama
$642K -$94.4K -1,684 -13%
FFN
40
Focus Financial Network
Minnesota
$589K +$210K +3,748 +55%
Truist Financial
41
Truist Financial
North Carolina
$565K +$565K +10,080 New
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$558K
CWM
43
Cornerstone Wealth Management
Missouri
$543K -$3.14K -56 -0.6%
MCC
44
Money Concepts Capital
Florida
$520K +$30.7K +548 +6%
GG
45
GenWealth Group
New Jersey
$514K -$68.4K -1,220 -12%
DIA
46
Dana Investment Advisors
Wisconsin
$497K
SC
47
Scotia Capital
Ontario, Canada
$494K +$147K +2,628 +43%
LC
48
Landaas & Company
Wisconsin
$474K +$224 +4 +0%
WP
49
WealthSource Partners
California
$472K
VCM
50
Vigilant Capital Management
Maine
$470K