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iShares Morningstar US Equity ETF

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
151
Principal Securities
Iowa
$31.3K +$21.5K +271 +219%
AIC
152
Archer Investment Corporation
Indiana
$25K
CMA
153
Cedar Mountain Advisors
Oregon
$24.8K -$2.62K -33 -10%
MFC
154
Morris Financial Concepts
South Carolina
$23.8K
FP
155
Financial Perspectives
Minnesota
$21.4K +$79 +1 +0.4%
FFA
156
Farther Finance Advisors
California
$19.2K
WIM
157
Westside Investment Management
California
$17.7K +$79 +1 +0.4%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$14.3K
AW
159
Avion Wealth
Texas
$12K
AA
160
Ancora Advisors
Ohio
$10.8K
PPA
161
Painted Porch Advisors
California
$9.67K
Russell Investments Group
162
Russell Investments Group
United Kingdom
$8.06K +$79 +1 +1%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$7.21K
CFD
164
Creative Financial Designs
Indiana
$6.5K -$792 -10 -11%
AssetMark Inc
165
AssetMark Inc
California
$5.79K -$36.5K -460 -86%
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.8K
PP
167
PrairieView Partners
Minnesota
$2K
TCM
168
TD Capital Management
Tennessee
$1.99K +$1.99K +25 New
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
$1.01K -$64 -808 -6%
CMP
170
Coston McIsaac & Partners
Maine
$48 +2 +0.3%
Goldman Sachs
171
Goldman Sachs
New York
-$1.44M -19,135 Closed
IF
172
Intrua Financial
Texas
-$308K -4,099 Closed
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
-$247K -3,290 Closed
ATPW
174
Ashton Thomas Private Wealth
Arizona
-$138K -1,840 Closed
WOSD
175
WFA of San Diego
California
-$81.2K -1,080 Closed