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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$566K
Truist Financial
52
Truist Financial
North Carolina
$560K
HighTower Advisors
53
HighTower Advisors
Illinois
$513K
CAN
54
Cetera Advisor Networks
California
$505K -$15.5K -275 -3%
DIA
55
Dana Investment Advisors
Wisconsin
$500K
IWM
56
IHT Wealth Management
Illinois
$496K -$105K -1,865 -18%
WP
57
WealthSource Partners
California
$473K +$790 +14 +0.2%
VCM
58
Vigilant Capital Management
Maine
$473K
TC
59
TownSquare Capital
Utah
$463K -$147K -2,607 -24%
LC
60
Landaas & Company
Wisconsin
$450K +$339 +6 +0.1%
TRCT
61
Tower Research Capital (TRC)
New York
$448K -$133K -2,349 -23%
SB
62
Strategic Blueprint
Georgia
$445K
CD
63
Chapin Davis
Maryland
$443K +$134K +2,371 +43%
AMG
64
Asset Management Group
Connecticut
$429K +$1.41K +25 +0.3%
RTL
65
Red Tortoise LLC
Georgia
$410K +$1.58K +28 +0.4%
Creative Planning
66
Creative Planning
Kansas
$407K +$2.26K +40 +0.6%
PA
67
PFG Advisors
Arizona
$395K +$395K +7,006 New
US Bancorp
68
US Bancorp
Minnesota
$395K
GLA
69
Good Life Advisors
Pennsylvania
$367K +$226 +4 +0.1%
RPSA
70
Richard P. Slaughter Associates
Texas
$361K
FFN
71
Focus Financial Network
Minnesota
$352K +$1.35K +24 +0.4%
Mariner
72
Mariner
Kansas
$338K
Cerity Partners
73
Cerity Partners
New York
$322K +$20.2K +358 +7%
WCM
74
Windham Capital Management
Massachusetts
$321K +$27.8K +492 +9%
RJA
75
Raymond James & Associates
Florida
$315K -$20.3K -360 -6%