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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFC
101
Morris Financial Concepts
South Carolina
$54.6K -$30K -532 -35%
PA
102
PSI Advisors
Florida
$49.8K +$226 +4 +0.5%
ADL
103
Asset Dedication LLC
California
$47K
GWM
104
Geneos Wealth Management
Colorado
$45.1K -$128K -2,268 -74%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$45.1K +$45.1K +800 New
FCA
106
FinTrust Capital Advisors
South Carolina
$36.8K
VF
107
VitalStone Financial
Texas
$35K +$3.37K +50 +11%
CMP
108
Coston McIsaac & Partners
Maine
$33K +$111 +2 +0.3%
CAL
109
Capital Analysts LLC
Pennsylvania
$29K -$4.14K -73 -13%
BAM
110
Belpointe Asset Management
Nevada
$28.7K
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$19.7K -$8.91K -158 -31%
CMA
112
Cedar Mountain Advisors
Oregon
$19.5K
AIC
113
Archer Investment Corporation
Indiana
$17.8K
FP
114
Financial Perspectives
Minnesota
$14.9K +$56 +1 +0.4%
WIM
115
Westside Investment Management
California
$12.4K +$12.4K +220 New
SPIA
116
Steward Partners Investment Advisory
New York
$10.4K -$12.9K -228 -55%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$10.2K
BC
118
Bartlett & Co
Ohio
$10K
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$8.46K -$180 -3,193 -2%
AW
120
Avion Wealth
Texas
$8K
AA
121
Ancora Advisors
Ohio
$7.67K
CFD
122
Creative Financial Designs
Indiana
$5.19K
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.71K
PP
124
PrairieView Partners
Minnesota
$2K
AssetMark Inc
125
AssetMark Inc
California
$1.35K -$94.2K -1,669 -99%