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iShares Morningstar US Equity ETF

120 hedge funds and large institutions have $264M invested in iShares Morningstar US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
31
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
76
Ameritas Investment Company
Nebraska
$222K +$137K +2,976 +162%
IF
77
Ironwood Financial
Arizona
$221K -$8.69K -188 -4%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$221K
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$217K
TRCT
80
Tower Research Capital (TRC)
New York
$215K +$69.5K +1,508 +48%
APW
81
Aurora Private Wealth
New Jersey
$206K +$206K +4,460 New
DL
82
DOHJ LLC
Washington
$200K +$200K +4,340 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$190K -$12.9K -280 -6%
NFG
84
Next Financial Group
Texas
$178K -$12.5K -272 -7%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$172K
BW
86
Bison Wealth
Georgia
$168K +$168K +3,652 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$147K +$83K +1,800 +130%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
GWM
89
Geneos Wealth Management
Colorado
$105K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$104K +$66.1K +1,440 +175%
FHA
91
Flagship Harbor Advisors
Massachusetts
$103K
APWM
92
Atlas Private Wealth Management
New York
$102K +$102K +2,208 New
HIA
93
Harbor Investment Advisory
Maryland
$95K +$95K +2,064 New
WCG
94
Weaver Consulting Group
California
$82K
PO
95
Private Ocean
California
$75K
RIA
96
Realta Investment Advisors
Delaware
$75K
BlackRock
97
BlackRock
New York
$64K -$370 -8 -0.6%
BWM
98
BerganKDV Wealth Management
Minnesota
$56K
PMFA
99
Plante Moran Financial Advisors
Michigan
$52K
LWM
100
Liberty Wealth Management
California
$51K