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iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
76
Windham Capital Management
Massachusetts
$335K
RJA
77
Raymond James & Associates
Florida
$329K
Comerica Bank
78
Comerica Bank
Texas
$319K +$319K +5,419 New
CIA
79
Cape Investment Advisory
Georgia
$309K
AAS
80
Asset Allocation Strategies
Michigan
$309K -$294 -5 -0.1%
CA
81
Cetera Advisors
Colorado
$297K
CPIG
82
Chicago Partners Investment Group
Illinois
$279K
M&T Bank
83
M&T Bank
New York
$268K +$268K +4,550 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$265K
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$265K
WWM
86
Windsor Wealth Management
Indiana
$250K
OCG
87
Opus Capital Group
Ohio
$243K -$61K -1,037 -20%
PWM
88
Perigon Wealth Management
California
$242K
IF
89
Intrua Financial
Texas
$234K
RJT
90
Raymond James Trust
Florida
$232K +$232K +3,943 New
FTUS
91
Flow Traders U.S.
New York
$221K +$221K +3,753 New
GM
92
GeoWealth Management
Illinois
$214K +$214K +3,640 New
SIA
93
Strategic Investment Advisors
Michigan
$212K +$212K +3,598 New
H
94
HoyleCohen
California
$208K
HI
95
Harbour Investments
Wisconsin
$202K +$49.8K +845 +33%
APW
96
Aurora Private Wealth
New Jersey
$201K -$5.3K -90 -3%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$193K
HIA
98
Harbor Investment Advisory
Maryland
$182K
GWM
99
Geneos Wealth Management
Colorado
$182K -$59 -1 -0%
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$123K