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iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$108K +$108K +3,080 New
NFG
77
Next Financial Group
Texas
$94K -$47.1K -1,288 -33%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.9K
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$86K -$65.3K -1,776 -43%
GWM
80
Geneos Wealth Management
Colorado
$82K
HIA
81
Harbor Investment Advisory
Maryland
$76K
WCG
82
Weaver Consulting Group
California
$72K
FHA
83
Flagship Harbor Advisors
Massachusetts
$60K -$22.1K -600 -27%
IF
84
Ironwood Financial
Arizona
$59K -$116K -3,172 -66%
PO
85
Private Ocean
California
$59K
BlackRock
86
BlackRock
New York
$50K -$1.18K -32 -2%
AA
87
Ancora Advisors
Ohio
$49K +$49K +1,344 New
BWM
88
BerganKDV Wealth Management
Minnesota
$45K
PMFA
89
Plante Moran Financial Advisors
Michigan
$41K
LWM
90
Liberty Wealth Management
California
$41K
TFGT
91
TS Financial Group (TSFG)
Illinois
$38K +$290 +8 +0.8%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$30K -$52K -1,436 -63%
CIAS
93
Capital Investment Advisory Services
North Carolina
$28K
SPIA
94
Steward Partners Investment Advisory
New York
$25K
AF
95
Allworth Financial
California
$24K
CCM
96
Covington Capital Management
California
$22K
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$12.8K -348 -40%
AIC
98
Archer Investment Corporation
Indiana
$18K
CMA
99
Cedar Mountain Advisors
Oregon
$12K
LFG
100
LifePlan Financial Group
Ohio
$10K