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iShares Morningstar US Equity ETF

123 hedge funds and large institutions have $235M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
36
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$482K -$41.6K -800 -8%
PSF
52
Pacific Sun Financial
California
$471K
DIA
53
Dana Investment Advisors
Wisconsin
$460K
HighTower Advisors
54
HighTower Advisors
Illinois
$457K
Citadel Advisors
55
Citadel Advisors
Florida
$437K +$437K +8,416 New
EFSCE
56
Enterprise Financial Services Corp (EFSC)
Missouri
$436K -$29.1K -560 -6%
VCM
57
Vigilant Capital Management
Maine
$436K
WP
58
WealthSource Partners
California
$431K -$12.7K -244 -3%
LC
59
Landaas & Company
Wisconsin
$413K -$17.7K -341 -4%
SB
60
Strategic Blueprint
Georgia
$409K
SC
61
Scotia Capital
Ontario, Canada
$409K +$208 +4 +0.1%
CAN
62
Cetera Advisor Networks
California
$396K +$38.9K +748 +11%
CWM
63
Cornerstone Wealth Management
Missouri
$393K -$6.45K -124 -2%
AMG
64
Asset Management Group
Connecticut
$391K +$1.04K +20 +0.3%
MFG
65
Merit Financial Group
Georgia
$390K +$364 +7 +0.1%
RTL
66
Red Tortoise LLC
Georgia
$376K
AAS
67
Ameritas Advisory Services
Nebraska
$375K +$416 +8 +0.1%
MA
68
MUFG Americas
New York
$364K
Creative Planning
69
Creative Planning
Kansas
$359K
PAS
70
Park Avenue Securities
New York
$347K
RPSA
71
Richard P. Slaughter Associates
Texas
$340K
GLA
72
Good Life Advisors
Pennsylvania
$337K +$156 +3 +0%
OCG
73
Opus Capital Group
Ohio
$306K -$10.8K -208 -3%
SPC
74
Sigma Planning Corp
Michigan
$297K +$104 +2 +0%
CPIG
75
Chicago Partners Investment Group
Illinois
$274K