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iShares Morningstar US Equity ETF

93 hedge funds and large institutions have $257M invested in iShares Morningstar US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
35
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$321K -$726K -18,268 -69%
DADC
52
D.A. Davidson & Co
Montana
$316K +$54.1K +1,360 +21%
WP
53
WealthSource Partners
California
$315K +$3.18K +80 +1%
SWP
54
Stratos Wealth Partners
Ohio
$303K -$6.68K -168 -2%
CF
55
Centaurus Financial
California
$301K +$301K +7,584 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$293K +$269K +6,760 +1,097%
AFP
57
Ausdal Financial Partners
Iowa
$290K -$40.7K -1,024 -12%
CS
58
Comerica Securities
Michigan
$289K
Creative Planning
59
Creative Planning
Kansas
$285K +$28.9K +728 +11%
OCG
60
Opus Capital Group
Ohio
$274K -$4.77K -120 -2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$272K +$272K +6,840 New
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$259K -$60.2K -1,520 -19%
BOTW
63
Bank of the West
California
$252K
CCA
64
Clearwater Capital Advisors
Illinois
$242K
IF
65
Ironwood Financial
Arizona
$212K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$175K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$130K
GWM
68
Geneos Wealth Management
Colorado
$109K +$158 +4 +0.1%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.2K
BWA
70
Burt Wealth Advisors
Maryland
$83K -$27.8K -696 -25%
CA
71
Calton & Associates
Florida
$83K +$83K +2,000 New
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$79K
SPIA
73
Steward Partners Investment Advisory
New York
$75K +$20K +508 +36%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74K +$16K +404 +28%
SEI Investments
75
SEI Investments
Pennsylvania
$72K +$72K +1,800 New