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iShares Morningstar US Equity ETF

122 hedge funds and large institutions have $271M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$282K +$212K +14,296 +301%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$269K
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$267K +$7.85K +140 +3%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$246K
GWM
80
Geneos Wealth Management
Colorado
$245K +$179K +12,148 +270%
PCMC
81
Private Capital Management (Colorado)
Colorado
$241K -$15.7K -280 -6%
WWM
82
Windsor Wealth Management
Indiana
$238K
FAIM
83
Financial Advocates Investment Management
Washington
$236K +$672 +12 +0.3%
IF
84
Intrua Financial
Texas
$227K +$170K +11,524 +301%
ERWM
85
Elk River Wealth Management
Colorado
$220K -$57.6K -1,028 -21%
UCFA
86
United Capital Financial Advisors
Texas
$217K
APW
87
Aurora Private Wealth
New Jersey
$203K -$9.22K -164 -4%
NFG
88
Next Financial Group
Texas
$200K -$26.5K -472 -12%
SPIA
89
Steward Partners Investment Advisory
New York
$197K +$159K +2,828 +411%
BW
90
Bison Wealth
Georgia
$177K -$13K -232 -7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$173K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$172K
HWA
93
HHM Wealth Advisors
Tennessee
$172K
BAM
94
Belpointe Asset Management
Nevada
$157K
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$131K +$131K +2,340 New
TI
97
Truehand Inc
New Hampshire
$123K -$30.2K -540 -20%
HIA
98
Harbor Investment Advisory
Maryland
$116K
EWM
99
Elmwood Wealth Management
California
$109K +$109K +1,936 New
IF
100
Ironwood Financial
Arizona
$90K