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iShares Morningstar US Equity ETF

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WOSD
126
WFA of San Diego
California
-$56K -1,080 Closed
FBT
127
First Bank & Trust
South Dakota
-$21K -400 Closed
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
-$10K -200 Closed