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iShares Morningstar US Equity ETF

122 hedge funds and large institutions have $271M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$460K -$4.26K -76 -0.9%
CCA
52
Cadent Capital Advisors
Oklahoma
$454K +$898 +16 +0.2%
SB
53
Strategic Blueprint
Georgia
$442K
TRCT
54
Tower Research Capital (TRC)
New York
$440K +$166K +2,964 +61%
GLA
55
Good Life Advisors
Pennsylvania
$439K +$224 +4 +0.1%
KAS
56
Kestra Advisory Services
Texas
$438K -$1.05M -18,744 -71%
Creative Planning
57
Creative Planning
Kansas
$436K
MFG
58
Merit Financial Group
Georgia
$419K +$419K +7,476 New
AMG
59
Asset Management Group
Connecticut
$415K
Cerity Partners
60
Cerity Partners
New York
$403K
MA
61
MUFG Americas
New York
$392K
RPSA
62
Richard P. Slaughter Associates
Texas
$353K -$5.6K -100 -2%
OCG
63
Opus Capital Group
Ohio
$345K +$224 +4 +0.1%
HI
64
Harbour Investments
Wisconsin
$342K +$342K +6,100 New
Stifel Financial
65
Stifel Financial
Missouri
$340K -$448 -8 -0.1%
CA
66
Cetera Advisors
Colorado
$340K +$3.14K +56 +0.9%
BS
67
Boenning & Scattergood
Pennsylvania
$338K +$77.7K +1,384 +30%
KCA
68
Karn Couzens & Associates
Connecticut
$333K
BAIA
69
Bel Air Investment Advisors
California
$326K +$326K +5,820 New
SPC
70
Sigma Planning Corp
Michigan
$320K +$899 +16 +0.3%
PAS
71
Park Avenue Securities
New York
$312K +$11K +196 +4%
TC
72
TAP Consulting
Missouri
$301K -$12.8K -228 -4%
PA
73
PFG Advisors
Arizona
$291K -$253K -4,524 -47%
WCM
74
Windham Capital Management
Massachusetts
$291K
RJA
75
Raymond James & Associates
Florida
$283K +$30.7K +548 +12%