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iShares Morningstar US Equity ETF

128 hedge funds and large institutions have $270M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$82K +$82K +1,297 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$79K +$61 +1 +0.1%
BlackRock
103
BlackRock
New York
$77K +$2.79K +46 +4%
BWM
104
BerganKDV Wealth Management
Minnesota
$74K
LWM
105
Liberty Wealth Management
California
$67K
TFGT
106
TS Financial Group (TSFG)
Illinois
$65K +$244 +4 +0.4%
PA
107
PSI Advisors
Florida
$52K +$52K +862 New
ADL
108
Asset Dedication LLC
California
$51K
FCA
109
FinTrust Capital Advisors
South Carolina
$42K
SPIA
110
Steward Partners Investment Advisory
New York
$40K -$2.14K -35 -5%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$40K +$10.6K +174 +36%
CCM
112
Covington Capital Management
California
$36K
CQS
113
Credential Qtrade Securities
$29.1K
FBT
114
First Bank & Trust
South Dakota
$24K
AIC
115
Archer Investment Corporation
Indiana
$19.2K +$19.2K +316 New
CWA
116
Core Wealth Advisors
Florida
$19K
CMA
117
Cedar Mountain Advisors
Oregon
$18K
FP
118
Financial Perspectives
Minnesota
$15.7K +$61 +1 +0.4%
APA
119
American Portfolios Advisors
New York
$12.1K
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$6K -100 -33%
MFT
121
Moisand Fitzgerald Tamayo
Florida
$12K
BC
122
Bartlett & Co
Ohio
$11K
BCWM
123
Bartlett & Co Wealth Management
Ohio
$10.9K
AW
124
Avion Wealth
Texas
$10K +$10K +160 New
AF
125
Advisornet Financial
Minnesota
$9K +$9K +152 New