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iShares Morningstar US Equity ETF

128 hedge funds and large institutions have $270M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
76
Windham Capital Management
Massachusetts
$315K
CPIG
77
Chicago Partners Investment Group
Illinois
$314K +$1.11K +17 +0.4%
GG
78
GenWealth Group
New Jersey
$308K -$73.1K -1,205 -19%
Stifel Financial
79
Stifel Financial
Missouri
$297K -$71.3K -1,175 -19%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$291K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$279K +$91.1K +1,500 +48%
RJA
82
Raymond James & Associates
Florida
$275K +$728 +12 +0.3%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$264K -$266K
WWM
84
Windsor Wealth Management
Indiana
$261K
GWM
85
Geneos Wealth Management
Colorado
$256K +$429 +7 +0.2%
IF
86
Intrua Financial
Texas
$248K +$899 +14 +0.4%
APW
87
Aurora Private Wealth
New Jersey
$220K +$121 +2 +0.1%
NFG
88
Nations Financial Group
Iowa
$218K +$218K +3,600 New
UCFA
89
United Capital Financial Advisors
Texas
$216K -$19.7K -324 -8%
PCMC
90
Private Capital Management (Colorado)
Colorado
$214K -$26.7K -440 -11%
H
91
HoyleCohen
California
$214K +$214K +3,528 New
LFS
92
Lutz Financial Services
Nebraska
$202K +$729 +12 +0.4%
NFG
93
Next Financial Group
Texas
$198K -$12.4K -205 -6%
BW
94
Bison Wealth
Georgia
$191K
HWA
95
HHM Wealth Advisors
Tennessee
$176K -$3.95K -65 -2%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K
TI
97
Truehand Inc
New Hampshire
$133K
FMII
98
Farmers & Merchants Investments Inc
Nebraska
$126K +$126K +2,080 New
HIA
99
Harbor Investment Advisory
Maryland
$125K
IF
100
Ironwood Financial
Arizona
$98K