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iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
51
Dana Investment Advisors
Wisconsin
$325K
SB
52
Strategic Blueprint
Georgia
$325K
WP
53
WealthSource Partners
California
$304K -$1.32K -36 -0.4%
RPSA
54
Richard P. Slaughter Associates
Texas
$291K -$14.6K -400 -5%
RJA
55
Raymond James & Associates
Florida
$275K -$24.2K -660 -8%
AMG
56
Asset Management Group
Connecticut
$268K
APW
57
Aurora Private Wealth
New Jersey
$261K +$97.4K +2,656 +60%
TC
58
TAP Consulting
Missouri
$258K -$1.32K -36 -0.5%
Stifel Financial
59
Stifel Financial
Missouri
$258K +$46.2K +1,260 +22%
MA
60
MUFG Americas
New York
$257K
OCG
61
Opus Capital Group
Ohio
$251K -$3.37K -92 -1%
CA
62
Cetera Advisors
Colorado
$230K -$62.5K -1,704 -21%
SC
63
Scotia Capital
Ontario, Canada
$226K
FFN
64
Focus Financial Network
Minnesota
$225K -$13.9K -380 -6%
IA
65
IFP Advisors
Florida
$221K -$42.7K -1,136 -16%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$213K
SPC
67
Sigma Planning Corp
Michigan
$207K -$1.32K -36 -0.6%
AIC
68
Ameritas Investment Company
Nebraska
$194K +$17.6K +480 +10%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$185K
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$178K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$172K
TRCT
72
Tower Research Capital (TRC)
New York
$162K -$8.94K -244 -5%
BW
73
Bison Wealth
Georgia
$133K -$292 -8 -0.2%
KPW
74
Kore Private Wealth
New York
$114K +$114K +3,100 New
HWA
75
HHM Wealth Advisors
Tennessee
$112K +$112K +3,060 New