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iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
101
Whittier Trust
California
$122K
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$120K +$23.1K +392 +24%
HWA
103
HHM Wealth Advisors
Tennessee
$118K
AT
104
Avalon Trust
New Mexico
$99.8K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$89.3K +$89.3K +1,614 New
AssetMark Inc
106
AssetMark Inc
California
$85.6K -$2.99M -50,826 -97%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$84.7K
CSB
108
City State Bank
Iowa
$75K
RIA
109
Realta Investment Advisors
Delaware
$72.6K
SWA
110
SOA Wealth Advisors
New York
$72.3K +$72.3K +1,228 New
TFGT
111
TS Financial Group (TSFG)
Illinois
$65K
WOSD
112
WFA of San Diego
California
$63.6K
MFC
113
Morris Financial Concepts
South Carolina
$57K
PA
114
PSI Advisors
Florida
$52.1K
SL
115
Salomon & Ludwin
Virginia
$51.6K +$51.6K +876 New
ADL
116
Asset Dedication LLC
California
$49K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K -$5.3K -90 -10%
IA
118
IFP Advisors
Florida
$44.8K
FCA
119
FinTrust Capital Advisors
South Carolina
$41.2K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$36.8K
CMP
121
Coston McIsaac & Partners
Maine
$35K
CAL
122
Capital Analysts LLC
Pennsylvania
$28K -$1.69K -29 -6%
CMA
123
Cedar Mountain Advisors
Oregon
$20.4K
AIC
124
Archer Investment Corporation
Indiana
$18.6K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$15.8K -$7.26K -123 -31%