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iShares Morningstar US Equity ETF

103 hedge funds and large institutions have $226M invested in iShares Morningstar US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
29
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
51
Strategic Blueprint
Georgia
$367K
DIA
52
Dana Investment Advisors
Wisconsin
$366K -$253K -6,120 -41%
WP
53
WealthSource Partners
California
$350K +$14.4K +348 +4%
CA
54
Cetera Advisors
Colorado
$326K -$292K -7,032 -47%
SC
55
Scotia Capital
Ontario, Canada
$318K +$318K +7,708 New
MA
56
MUFG Americas
New York
$308K
AMG
57
Asset Management Group
Connecticut
$299K -$82.4K -1,996 -22%
OCG
58
Opus Capital Group
Ohio
$287K +$496 +12 +0.2%
NFG
59
Next Financial Group
Texas
$273K +$260K +6,292 +1,991%
FFN
60
Focus Financial Network
Minnesota
$269K -$12.1K -292 -4%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$240K
RJA
62
Raymond James & Associates
Florida
$228K +$228K +5,532 New
WCM
63
Windham Capital Management
Massachusetts
$215K
CS
64
Comerica Securities
Michigan
$213K +$662 +16 +0.3%
SWP
65
Stratos Wealth Partners
Ohio
$211K -$51.1K -1,236 -19%
IF
66
Ironwood Financial
Arizona
$205K
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$195K -$155K -3,740 -44%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$181K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$172K
CF
70
Centaurus Financial
California
$167K +$122K +2,952 +268%
GSWM
71
Golden State Wealth Management
California
$155K
GWM
72
Geneos Wealth Management
Colorado
$113K +$164 +4 +0.1%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.9K
FHA
74
Flagship Harbor Advisors
Massachusetts
$91K +$8.17K +200 +10%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$83K -$64.4K -1,568 -44%