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iShares Morningstar US Equity ETF

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$250K +$4.29K +87 +2%
Cerity Partners
77
Cerity Partners
New York
$235K
Baird Financial Group
78
Baird Financial Group
Wisconsin
$227K
RJA
79
Raymond James & Associates
Florida
$226K +$936 +19 +0.4%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$221K
WWM
81
Windsor Wealth Management
Indiana
$213K
HIA
82
Harbor Investment Advisory
Maryland
$153K
GWM
83
Geneos Wealth Management
Colorado
$151K -$9.34K -189 -6%
TSWM
84
Tyler-Stone Wealth Management
Ohio
$144K
HWA
85
HHM Wealth Advisors
Tennessee
$143K
HI
86
Harbour Investments
Wisconsin
$134K
WT
87
Whittier Trust
California
$103K
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$103K
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$75K +$75K +1,524 New
MFC
90
Morris Financial Concepts
South Carolina
$74K
CSB
91
City State Bank
Iowa
$63K
BWM
92
BerganKDV Wealth Management
Minnesota
$60K
BlackRock
93
BlackRock
New York
$60K
RIA
94
Realta Investment Advisors
Delaware
$59K +$59K +1,185 New
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.5K
TFGT
96
TS Financial Group (TSFG)
Illinois
$54K +$249 +5 +0.5%
CMP
97
Coston McIsaac & Partners
Maine
$52K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$52K +$100 +2 +0.2%
PA
99
PSI Advisors
Florida
$43K +$197 +4 +0.5%
ADL
100
Asset Dedication LLC
California
$41K +$41K +840 New