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iShares Morningstar US Equity ETF

122 hedge funds and large institutions have $271M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
101
BlackRock
New York
$76K -$6.75K -120 -8%
BWM
102
BerganKDV Wealth Management
Minnesota
$69K
FP
103
Financial Perspectives
Minnesota
$64K +$63.7K +57,348 +22,402%
LWM
104
Liberty Wealth Management
California
$59K
TFGT
105
TS Financial Group (TSFG)
Illinois
$59K +$223 +4 +0.4%
AIC
106
Ameritas Investment Company
Nebraska
$51.4K -$336K -5,996 -87%
CCM
107
Covington Capital Management
California
$34K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$28K -$5.42K -96 -16%
AIC
109
Archer Investment Corporation
Indiana
$27.8K
CQS
110
Credential Qtrade Securities
$26.9K
FBT
111
First Bank & Trust
South Dakota
$22K
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$17K
CWA
113
Core Wealth Advisors
Florida
$17K
CMA
114
Cedar Mountain Advisors
Oregon
$17K
SWM
115
Spire Wealth Management
Virginia
$16K +$16K +280 New
BCWM
116
Bartlett & Co Wealth Management
Ohio
$10.1K
BC
117
Bartlett & Co
Ohio
$10K
IAIM
118
International Assets Investment Management
Florida
$10K
AA
119
Ancora Advisors
Ohio
$8K
APA
120
American Portfolios Advisors
New York
$7.4K -$49.3K -880 -87%
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
PP
122
PrairieView Partners
Minnesota
$2K
IAN
123
Integrated Advisors Network
Texas
-$6.12M -112,872 Closed
MA
124
Mutual Advisors
Nebraska
-$602K -11,104 Closed
Fiera Capital (Canada)
125
Fiera Capital (Canada)
Quebec, Canada
-$315K -5,820 Closed