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iShares Morningstar US Equity ETF

161 hedge funds and large institutions have $308M invested in iShares Morningstar US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
48
Reduced
43
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$830K +$11.1K +147 +1%
RT
52
Rockland Trust
Massachusetts
$789K -$13.5K -179 -2%
AWM
53
Apollon Wealth Management
South Carolina
$768K
SB
54
Strategic Blueprint
Georgia
$700K +$28.9K +384 +4%
CFS
55
Commonwealth Financial Services
West Virginia
$671K +$671K +8,749 New
Comerica Bank
56
Comerica Bank
Texas
$643K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$637K -$1.04M -13,894 -62%
AAS
58
Ameritas Advisory Services
Nebraska
$634K -$6.99K -93 -1%
NW
59
NewEdge Wealth
Pennsylvania
$603K -$8.72K -116 -1%
Creative Planning
60
Creative Planning
Kansas
$600K +$30.1K +400 +5%
PSF
61
Pacific Sun Financial
California
$595K
CD
62
Chapin Davis
Maryland
$593K +$75 +1 +0%
AMG
63
Asset Management Group
Connecticut
$581K +$1.43K +19 +0.2%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$578K +$81.3K +1,081 +16%
IWM
65
IHT Wealth Management
Illinois
$575K -$75 -1 -0%
BA
66
Brightwater Advisory
Florida
$574K -$10.8K -144 -2%
RTL
67
Red Tortoise LLC
Georgia
$550K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$547K
SA
69
Sanctuary Advisors
Indiana
$533K +$533K +7,576 New
CMAI
70
Capital Management Associates Inc
Minnesota
$491K +$1.05K +14 +0.2%
GLA
71
Good Life Advisors
Pennsylvania
$491K +$226 +3 +0%
Stifel Financial
72
Stifel Financial
Missouri
$478K +$267K +3,549 +126%
BCI
73
Brinker Capital Investments
Pennsylvania
$454K +$48.4K +644 +12%
OPS
74
Orion Portfolio Solutions
Nebraska
$454K +$48.4K +644 +12%
DIA
75
Dana Investment Advisors
Wisconsin
$447K