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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 %
FP
126
Financial Perspectives
Minnesota
$15.6K
WIM
127
Westside Investment Management
California
$13K
CFB
128
Cullen/Frost Bankers
Texas
$11.5K +$11.5K +196 New
BC
129
Bartlett & Co
Ohio
$11K
SPIA
130
Steward Partners Investment Advisory
New York
$10.9K
BCWM
131
Bartlett & Co Wealth Management
Ohio
$10.7K
AW
132
Avion Wealth
Texas
$9K
AA
133
Ancora Advisors
Ohio
$8.01K
CFD
134
Creative Financial Designs
Indiana
$5.42K
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.83K
PP
136
PrairieView Partners
Minnesota
$2K
FIA
137
FNY Investment Advisers
New York
$2K +$2K +50 New
Jane Street
138
Jane Street
New York
-$1.8M -29,462 Closed
AWA
139
Arete Wealth Advisors
Illinois
-$488K -7,988 Closed
TC
140
TownSquare Capital
Utah
-$402K -6,576 Closed
Cerity Partners
141
Cerity Partners
New York
-$349K -5,710 Closed
SOS
142
Silver Oak Securities
Tennessee
-$340K -5,559 Closed
TA
143
TFB Advisors
Kansas
-$304K -4,985 Closed
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
-$208K -3,410 Closed
Stifel Financial
145
Stifel Financial
Missouri
-$207K -3,391 Closed
LFS
146
Lutz Financial Services
Nebraska
-$205K -3,356 Closed
CWM
147
Cornerstone Wealth Management
Missouri
-$204K -3,339 Closed
PCMC
148
Private Capital Management (Colorado)
Colorado
-$109K -1,776 Closed
VF
149
VitalStone Financial
Texas
-$27K -470 Closed