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iShares Morningstar US Equity ETF

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$497K +$121K +2,457 +32%
TRCT
52
Tower Research Capital (TRC)
New York
$483K -$400K -8,091 -45%
PSF
53
Pacific Sun Financial
California
$447K
DIA
54
Dana Investment Advisors
Wisconsin
$438K
HighTower Advisors
55
HighTower Advisors
Illinois
$435K
VCM
56
Vigilant Capital Management
Maine
$414K
WP
57
WealthSource Partners
California
$410K
LC
58
Landaas & Company
Wisconsin
$393K +$346 +7 +0.1%
SB
59
Strategic Blueprint
Georgia
$389K
SC
60
Scotia Capital
Ontario, Canada
$388K
CWM
61
Cornerstone Wealth Management
Missouri
$373K +$49 +1 +0%
AMG
62
Asset Management Group
Connecticut
$371K
AAS
63
Ameritas Advisory Services
Nebraska
$357K +$692 +14 +0.2%
MA
64
MUFG Americas
New York
$346K
Creative Planning
65
Creative Planning
Kansas
$341K
PAS
66
Park Avenue Securities
New York
$330K
RPSA
67
Richard P. Slaughter Associates
Texas
$323K
GLA
68
Good Life Advisors
Pennsylvania
$321K +$296 +6 +0.1%
FFN
69
Focus Financial Network
Minnesota
$310K +$57.1K +1,156 +23%
Mariner
70
Mariner
Kansas
$296K +$296K +6,000 New
OCG
71
Opus Capital Group
Ohio
$282K -$9.05K -183 -3%
SPC
72
Sigma Planning Corp
Michigan
$282K +$197 +4 +0.1%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$259K
WCM
74
Windham Capital Management
Massachusetts
$257K
CPIG
75
Chicago Partners Investment Group
Illinois
$252K