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iShares Morningstar US Equity ETF

113 hedge funds and large institutions have $242M invested in iShares Morningstar US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
51
PFG Advisors
Arizona
$441K +$536 +12 +0.1%
Creative Planning
52
Creative Planning
Kansas
$401K
DIA
53
Dana Investment Advisors
Wisconsin
$387K
LC
54
Landaas & Company
Wisconsin
$385K -$24.4K -560 -6%
GLA
55
Good Life Advisors
Pennsylvania
$379K -$48.3K -1,108 -11%
WP
56
WealthSource Partners
California
$365K +$3.14K +72 +0.9%
SB
57
Strategic Blueprint
Georgia
$344K -$43.7K -1,000 -11%
TRCT
58
Tower Research Capital (TRC)
New York
$337K +$144K +3,308 +75%
AMG
59
Asset Management Group
Connecticut
$321K +$2.44K +56 +0.8%
MA
60
MUFG Americas
New York
$305K
TC
61
TAP Consulting
Missouri
$302K -$6.12K -140 -2%
AIC
62
Ameritas Investment Company
Nebraska
$298K +$67.1K +1,536 +29%
Stifel Financial
63
Stifel Financial
Missouri
$294K -$13.1K -300 -4%
OCG
64
Opus Capital Group
Ohio
$293K -$6.28K -144 -2%
RPSA
65
Richard P. Slaughter Associates
Texas
$286K -$61.1K -1,400 -18%
SC
66
Scotia Capital
Ontario, Canada
$269K
FFN
67
Focus Financial Network
Minnesota
$268K
CA
68
Cetera Advisors
Colorado
$265K -$8.91K -204 -3%
Jane Street
69
Jane Street
New York
$261K -$489K -11,224 -65%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$254K
RJA
71
Raymond James & Associates
Florida
$249K -$77.5K -1,780 -24%
SPC
72
Sigma Planning Corp
Michigan
$249K +$1.92K +44 +0.8%
Fisher Asset Management
73
Fisher Asset Management
Washington
$234K +$234K +5,372 New
WCM
74
Windham Capital Management
Massachusetts
$227K +$227K +5,196 New
CPIG
75
Chicago Partners Investment Group
Illinois
$217K +$217K +4,716 New