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iShares Morningstar US Equity ETF

78 hedge funds and large institutions have $218M invested in iShares Morningstar US Equity ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
51
WealthSource Partners
California
$286K
GRP
52
Global Retirement Partners
California
$271K +$6.3K +172 +2%
CS
53
Comerica Securities
Michigan
$266K -$2.05K -56 -0.8%
OCG
54
Opus Capital Group
Ohio
$256K -$8.19K -224 -3%
AFP
55
Ausdal Financial Partners
Iowa
$237K +$5.87K +160 +3%
BOTW
56
Bank of the West
California
$232K
CCA
57
Clearwater Capital Advisors
Illinois
$223K
IF
58
Ironwood Financial
Arizona
$200K
DADC
59
D.A. Davidson & Co
Montana
$182K +$182K +4,984 New
NFG
60
Next Financial Group
Texas
$152K +$102K +2,788 +203%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$133K
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$116K +3,172 New
BWA
63
Burt Wealth Advisors
Maryland
$101K +$49.9K +1,372 +98%
NA
64
NewEdge Advisors
Louisiana
$86.4K +$86.4K +2,360 New
US Bancorp
65
US Bancorp
Minnesota
$67K +$57.2K +1,560 +582%
GWM
66
Geneos Wealth Management
Colorado
$41K
ECM
67
Exchange Capital Management
Michigan
$36K
BlackRock
68
BlackRock
New York
$34K
GAM
69
Gemmer Asset Management
California
$31K -$66.5K -1,828 -68%
WEC
70
Winslow Evans & Crocker
Massachusetts
$28.8K +$28.8K +800 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$3.85K -104 -12%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$22K
SPIA
73
Steward Partners Investment Advisory
New York
$13K +$3.22K +92 +33%
BC
74
Bartlett & Co
Ohio
$7K
FWM
75
Focused Wealth Management
New York
$6K