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iShares Morningstar US Equity ETF

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.64M -$58K -1,175 -3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$285K +5,773 +25%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.43M -$86.4K -1,749 -6%
GRP
29
Global Retirement Partners
California
$1.25M -$101K -1,892 -7%
AWS
30
Atria Wealth Solutions
New York
$1.07M +$88.7K +1,796 +9%
SWM
31
SeaCrest Wealth Management
New York
$1.01M -$1.78K -36 -0.2%
AWM
32
Apollon Wealth Management
South Carolina
$985K -$19.8K -400 -2%
Goldman Sachs
33
Goldman Sachs
New York
$945K
AT
34
American Trust
Kentucky
$878K +$188K +3,813 +27%
PAG
35
Private Advisor Group
New Jersey
$844K -$10.3K -209 -1%
D
36
Dentgroup
Louisiana
$805K +$3.85K +78 +0.5%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$778K
RT
38
Rockland Trust
Massachusetts
$770K -$5.38K -109 -0.7%
WMA
39
Wealth Management Associates
New Jersey
$673K +$494 +10 +0.1%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$659K +$61.9K +1,254 +10%
IWM
41
IHT Wealth Management
Illinois
$631K +$50.3K +1,018 +9%
FA
42
Flagstar Advisors
New York
$626K +$67K +1,356 +12%
CFGS
43
Concourse Financial Group Securities
Alabama
$622K -$8.54K -173 -1%
LCM
44
Liberty Capital Management
Michigan
$606K
Citigroup
45
Citigroup
New York
$600K +$51.9K +1,051 +9%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$520K +$21.9K +443 +4%
BS
47
Boenning & Scattergood
Pennsylvania
$513K +$1.43K +29 +0.3%
SWPG
48
Strategic Wealth Partners Group
Illinois
$500K +$741 +15 +0.1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$497K -$80.9K -1,636 -14%
Truist Financial
50
Truist Financial
North Carolina
$497K +$38.7K +783 +8%