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iShares Morningstar US Equity ETF

128 hedge funds and large institutions have $270M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
51
Dana Investment Advisors
Wisconsin
$538K
CWM
52
Cornerstone Wealth Management
Missouri
$516K -$4.98K -82 -1%
WP
53
WealthSource Partners
California
$514K
LC
54
Landaas & Company
Wisconsin
$514K +$304 +5 +0.1%
VCM
55
Vigilant Capital Management
Maine
$509K
Creative Planning
56
Creative Planning
Kansas
$502K +$90.9K +1,498 +22%
SB
57
Strategic Blueprint
Georgia
$478K
MFG
58
Merit Financial Group
Georgia
$454K +$485 +8 +0.1%
AMG
59
Asset Management Group
Connecticut
$451K
CAN
60
Cetera Advisor Networks
California
$447K -$45.3K -746 -9%
MA
61
MUFG Americas
New York
$425K
AIC
62
Ameritas Investment Company
Nebraska
$425K +$115K +1,902 +37%
GLA
63
Good Life Advisors
Pennsylvania
$403K +$303 +5 +0.1%
RPSA
64
Richard P. Slaughter Associates
Texas
$382K
OCG
65
Opus Capital Group
Ohio
$374K +$303 +5 +0.1%
Cerity Partners
66
Cerity Partners
New York
$371K -$65K -1,072 -15%
CA
67
Cetera Advisors
Colorado
$367K -$485 -8 -0.1%
KAS
68
Kestra Advisory Services
Texas
$366K -$789 -13 -0.2%
KCA
69
Karn Couzens & Associates
Connecticut
$360K
ASN
70
Advisory Services Network
Georgia
$357K +$357K +5,888 New
RTL
71
Red Tortoise LLC
Georgia
$357K +$357K +7,232 New
HI
72
Harbour Investments
Wisconsin
$349K -$21.8K -359 -6%
SPC
73
Sigma Planning Corp
Michigan
$346K +$121 +2 +0%
PAS
74
Park Avenue Securities
New York
$335K -$2.49K -41 -0.7%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$318K