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iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$591K
Truist Financial
52
Truist Financial
North Carolina
$579K -$5.6K -95 -1%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$567K
PSF
54
Pacific Sun Financial
California
$525K
DIA
55
Dana Investment Advisors
Wisconsin
$522K
FA
56
Flagstar Advisors
New York
$505K -$230K -3,886 -31%
NW
57
NewEdge Wealth
Pennsylvania
$495K +$264K +4,485 +114%
WP
58
WealthSource Partners
California
$495K
TRCT
59
Tower Research Capital (TRC)
New York
$491K +$241K +4,088 +96%
CD
60
Chapin Davis
Maryland
$466K
IWM
61
IHT Wealth Management
Illinois
$455K
AMG
62
Asset Management Group
Connecticut
$450K
RTL
63
Red Tortoise LLC
Georgia
$429K
SB
64
Strategic Blueprint
Georgia
$426K -$32.4K -550 -7%
CAN
65
Cetera Advisor Networks
California
$425K -$118K -2,002 -22%
Creative Planning
66
Creative Planning
Kansas
$421K -$5.42K -92 -1%
US Bancorp
67
US Bancorp
Minnesota
$412K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$386K +$386K +6,553 New
GLA
69
Good Life Advisors
Pennsylvania
$383K -$59 -1 -0%
AAS
70
Ameritas Advisory Services
Nebraska
$376K +$39.2K +662 +12%
FFN
71
Focus Financial Network
Minnesota
$370K
RPSA
72
Richard P. Slaughter Associates
Texas
$368K
LC
73
Landaas & Company
Wisconsin
$367K
VFPW
74
Vantage Financial Partners (Wisconsin)
Wisconsin
$351K -$248K -4,205 -41%
W
75
Wealthquest
Ohio
$339K -$11.1K -188 -3%