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iShares Morningstar US Equity ETF

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
51
Good Life Advisors
Pennsylvania
$1.03M +$518K +6,534 +100%
WMA
52
Wealth Management Associates
New Jersey
$1.02M -$13.4K -169 -1%
LCM
53
Liberty Capital Management
Michigan
$971K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$925K -$1.59M -20,057 -63%
CFGS
55
Concourse Financial Group Securities
Alabama
$924K -$14.2K -179 -2%
SWM
56
SeaCrest Wealth Management
New York
$922K -$18.2K -230 -2%
HSG
57
Helen Stephens Group
Texas
$902K +$3.17K +40 +0.4%
OMC
58
Old Mission Capital
Illinois
$886K +$886K +11,184 New
Citigroup
59
Citigroup
New York
$880K +$5.47K +69 +0.6%
AWA
60
Arete Wealth Advisors
Illinois
$843K -$728K -9,229 -46%
RT
61
Rockland Trust
Massachusetts
$826K -$5.31K -67 -0.6%
AWM
62
Apollon Wealth Management
South Carolina
$810K
CFS
63
Commonwealth Financial Services
West Virginia
$793K +$106K +1,348 +15%
Stifel Financial
64
Stifel Financial
Missouri
$726K +$222K +2,799 +44%
SB
65
Strategic Blueprint
Georgia
$723K -$15.4K -194 -2%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$717K +$108K +1,361 +18%
PA
67
PFG Advisors
Arizona
$686K -$459K -5,797 -40%
Comerica Bank
68
Comerica Bank
Texas
$683K +$5.78K +73 +0.9%
BRWA
69
B. Riley Wealth Advisors
Florida
$674K +$674K +8,574 New
IWM
70
IHT Wealth Management
Illinois
$658K +$52.8K +667 +9%
TSWM
71
Tyler-Stone Wealth Management
Ohio
$648K +$324K +4,094 +100%
Creative Planning
72
Creative Planning
Kansas
$632K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$630K -$41.4K -522 -6%
SA
74
Sanctuary Advisors
Indiana
$628K +$579 +7 +0.1%
PSF
75
Pacific Sun Financial
California
$628K