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iShares Morningstar US Equity ETF

131 hedge funds and large institutions have $217M invested in iShares Morningstar US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$62.6K +$62.6K +103,274 New
RIA
102
Realta Investment Advisors
Delaware
$62.5K +$105 +2 +0.2%
ASN
103
Advisory Services Network
Georgia
$62.1K +$62.1K +1,180 New
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.3K
TFGT
105
TS Financial Group (TSFG)
Illinois
$57K +$262 +5 +0.5%
WOSD
106
WFA of San Diego
California
$56.9K +$56.9K +1,080 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$54.6K +$53 +1 +0.1%
PA
108
PSI Advisors
Florida
$46.3K +$211 +4 +0.5%
ADL
109
Asset Dedication LLC
California
$44K
LTI
110
Laffer Tengler Investments
Tennessee
$39.2K +$39.2K +744 New
HBW
111
Hazlett, Burt & Watson
West Virginia
$37K
FCA
112
FinTrust Capital Advisors
South Carolina
$36.8K
CAL
113
Capital Analysts LLC
Pennsylvania
$31K
PIMG
114
Patriot Investment Management Group
Tennessee
$29.1K +$29.1K +520 New
BAM
115
Belpointe Asset Management
Nevada
$26.7K +$26.7K +508 New
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$26.7K +$16.2K +307 +154%
IA
117
IFP Advisors
Florida
$26K +$159 +1 +0.6%
VF
118
VitalStone Financial
Texas
$25K +$25K +470 New
SPIA
119
Steward Partners Investment Advisory
New York
$21.7K
CMA
120
Cedar Mountain Advisors
Oregon
$18.2K
AIC
121
Archer Investment Corporation
Indiana
$16.6K
FP
122
Financial Perspectives
Minnesota
$13.9K +$105 +2 +0.8%
BCWM
123
Bartlett & Co Wealth Management
Ohio
$9.48K
BC
124
Bartlett & Co
Ohio
$9K
AA
125
Ancora Advisors
Ohio
$7K