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iShares Morningstar US Equity ETF

131 hedge funds and large institutions have $217M invested in iShares Morningstar US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CD
76
Chapin Davis
Maryland
$288K +$288K +5,474 New
Cerity Partners
77
Cerity Partners
New York
$282K +$31.6K +600 +13%
CPIG
78
Chicago Partners Investment Group
Illinois
$276K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$276K
WCM
80
Windham Capital Management
Massachusetts
$274K
CA
81
Cetera Advisors
Colorado
$263K -$4.21K -80 -2%
IAG
82
Ipsen Advisor Group
Arkansas
$261K +$261K +4,959 New
Baird Financial Group
83
Baird Financial Group
Wisconsin
$242K
PWM
84
Perigon Wealth Management
California
$240K +$240K +4,561 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$236K +$526 +10 +0.2%
WWM
86
Windsor Wealth Management
Indiana
$226K
MCC
87
Money Concepts Capital
Florida
$214K +$214K +4,057 New
IF
88
Intrua Financial
Texas
$211K +$211K +3,939 New
TSWM
89
Tyler-Stone Wealth Management
Ohio
$173K +$19K +360 +12%
HIA
90
Harbor Investment Advisory
Maryland
$163K
GWM
91
Geneos Wealth Management
Colorado
$162K +$579 +11 +0.4%
HI
92
Harbour Investments
Wisconsin
$136K +$53 +1 +0%
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$109K
WT
94
Whittier Trust
California
$109K
HWA
95
HHM Wealth Advisors
Tennessee
$105K -$47.1K -895 -31%
AssetMark Inc
96
AssetMark Inc
California
$89.1K +$88.4K +1,679 +11,993%
MFC
97
Morris Financial Concepts
South Carolina
$79K
CSB
98
City State Bank
Iowa
$67K
BlackRock
99
BlackRock
New York
$64.4K
BWM
100
BerganKDV Wealth Management
Minnesota
$64.3K