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iShares Morningstar US Equity ETF

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CD
76
Chapin Davis
Maryland
$625K +$79 +1 +0%
NW
77
NewEdge Wealth
Pennsylvania
$615K -$19.8K -250 -3%
AMG
78
Asset Management Group
Connecticut
$614K +$1.9K +24 +0.3%
BA
79
Brightwater Advisory
Florida
$584K -$20.8K -263 -3%
RTL
80
Red Tortoise LLC
Georgia
$580K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$576K
Baird Financial Group
82
Baird Financial Group
Wisconsin
$557K +$201K +2,534 +56%
VFPW
83
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K +$290K +3,660 +116%
CMAI
84
Capital Management Associates Inc
Minnesota
$510K -$8.48K -107 -2%
Citadel Advisors
85
Citadel Advisors
Florida
$500K -$2.09M -26,437 -81%
DIA
86
Dana Investment Advisors
Wisconsin
$471K
CIA
87
Choate Investment Advisors
Massachusetts
$455K
HTIM
88
Harbour Trust & Investment Management
Indiana
$438K -$26.1K -330 -6%
FFN
89
Focus Financial Network
Minnesota
$431K +$1.51K +19 +0.4%
Jane Street
90
Jane Street
New York
$410K +$410K +5,174 New
CIA
91
Cape Investment Advisory
Georgia
$408K -$7.92K -100 -2%
RPSA
92
Richard P. Slaughter Associates
Texas
$401K -$67.5K -852 -14%
Cerity Partners
93
Cerity Partners
New York
$392K -$31.7K -400 -7%
LC
94
Landaas & Company
Wisconsin
$389K +$634 +8 +0.2%
CPIG
95
Chicago Partners Investment Group
Illinois
$385K
KAS
96
Kestra Advisory Services
Texas
$374K +$1.11K +14 +0.3%
SC
97
Scotia Capital
Ontario, Canada
$369K -$53.9K -680 -13%
DAS
98
Diversify Advisory Services
Utah
$364K -$60.4K -750 -14%
M&T Bank
99
M&T Bank
New York
$360K
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$358K +$317 +4 +0.1%