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iShares Morningstar US Equity ETF

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QS
26
Quantitative Strategies
California
$2.66M -$200K -2,525 -7%
JSA
27
Jim Saulnier & Associates
Colorado
$2.55M +$2.55M +32,197 New
PFS
28
Prospera Financial Services
Texas
$2.25M +$2.25M +28,390 New
JWCA
29
J.W. Cole Advisors
Florida
$2.22M +$107K +1,346 +5%
AWS
30
Atria Wealth Solutions
New York
$2.15M -$67.2K -848 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.14M +$31.2K +394 +1%
SC
32
Savant Capital
Illinois
$2.07M +$2.07M +26,118 New
GRP
33
Global Retirement Partners
California
$1.88M -$7.05K -89 -0.4%
RJA
34
Raymond James & Associates
Florida
$1.84M +$1.39M +17,554 +307%
AAS
35
Ameritas Advisory Services
Nebraska
$1.54M +$874K +11,034 +131%
WCF
36
West Coast Financial
California
$1.54M -$169K -2,133 -10%
SMWM
37
Silvia McColl Wealth Management
California
$1.53M
HighTower Advisors
38
HighTower Advisors
Illinois
$1.36M +$2.53K +32 +0.2%
GS
39
GTS Securities
New York
$1.33M +$1.33M +16,731 New
TWM
40
Trinity Wealth Management
Pennsylvania
$1.28M +$1.28M +16,175 New
AT
41
American Trust
Kentucky
$1.25M +$14.9K +188 +1%
OPS
42
Orion Portfolio Solutions
Nebraska
$1.25M +$770K +9,715 +161%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.25M +$770K +9,715 +161%
OIA
44
OneDigital Investment Advisors
Kansas
$1.23M +$2.38K +30 +0.2%
MBI
45
May Barnhard Investments
Maryland
$1.23M
SOS
46
Silver Oak Securities
Tennessee
$1.21M +$1.21M +15,400 New
D
47
Dentgroup
Louisiana
$1.14M -$1.74K -22 -0.2%
Mariner
48
Mariner
Kansas
$1.1M -$57K -719 -5%
MCC
49
Money Concepts Capital
Florida
$1.05M +$1.74K +22 +0.2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.04M -$63.6K -803 -6%