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iShares Morningstar US Equity ETF

96 hedge funds and large institutions have $261M invested in iShares Morningstar US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
-$316K -7,944 Closed
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
-$272K -6,840 Closed
CA
103
Calton & Associates
Florida
-$83K -2,000 Closed
ASN
104
Advisory Services Network
Georgia
-$66K -1,672 Closed
SPI
105
Santori & Peters Inc
Pennsylvania
-$22K -584 Closed