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iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
26
West Coast Financial
California
$1.64M -$90.6K -1,539 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.64M +$62.9K +1,068 +4%
JWCA
28
J.W. Cole Advisors
Florida
$1.6M -$37.5K -636 -2%
GRP
29
Global Retirement Partners
California
$1.43M +$101K +1,719 +8%
AWS
30
Atria Wealth Solutions
New York
$1.41M +$29.4K +498 +2%
SMWM
31
Silvia McColl Wealth Management
California
$1.14M
Goldman Sachs
32
Goldman Sachs
New York
$1.13M
SWM
33
SeaCrest Wealth Management
New York
$1.12M
AWM
34
Apollon Wealth Management
South Carolina
$1.12M
Citadel Advisors
35
Citadel Advisors
Florida
$1.08M -$332K -5,629 -24%
HighTower Advisors
36
HighTower Advisors
Illinois
$998K +$461K +7,824 +86%
PAG
37
Private Advisor Group
New Jersey
$969K -$14.1K -239 -1%
D
38
Dentgroup
Louisiana
$923K
PA
39
PFG Advisors
Arizona
$904K +$3.95K +67 +0.4%
SWPG
40
Strategic Wealth Partners Group
Illinois
$904K
AT
41
American Trust
Kentucky
$893K -$93.1K -1,580 -9%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$783K +$49.5K +840 +7%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$782K -$1.33M -22,549 -63%
WMA
44
Wealth Management Associates
New Jersey
$775K -$7.36K -125 -0.9%
CFGS
45
Concourse Financial Group Securities
Alabama
$754K -$32.4K -548 -4%
LCM
46
Liberty Capital Management
Michigan
$722K
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$706K +$2.83K +48 +0.4%
RT
48
Rockland Trust
Massachusetts
$682K -$51.1K -867 -7%
DI
49
DFPG Investments
Utah
$674K -$29.3K -491 -4%
Citigroup
50
Citigroup
New York
$592K +$6.71K +114 +1%