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iShares Morningstar US Equity ETF

59 hedge funds and large institutions have $136M invested in iShares Morningstar US Equity ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
12
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$23.9M -$239K -7,912 -1%
Axa
2
Axa
France
$20.9M
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M -$5.42M -179,320 -33%
UBS Group
4
UBS Group
Switzerland
$10.5M -$4.47K -148 -0%
LPL Financial
5
LPL Financial
California
$10.5M -$423K -13,996 -4%
Morgan Stanley
6
Morgan Stanley
New York
$7.94M -$2.16M -71,404 -21%
Ameriprise
7
Ameriprise
Minnesota
$7.19M +$1.53M +50,628 +27%
Bank of America
8
Bank of America
North Carolina
$5.17M +$955K +31,604 +23%
Wells Fargo
9
Wells Fargo
California
$3.47M -$2.02M -66,856 -37%
Jane Street
10
Jane Street
New York
$3.31M +$3.31M +109,620 New
RJA
11
Raymond James & Associates
Florida
$3.17M -$7.63M -252,476 -71%
TH
12
Timber Hill
Connecticut
$2.82M -$350K -11,600 -11%
Citadel Advisors
13
Citadel Advisors
Florida
$2.72M -$1.58M -52,232 -37%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.53M -$386K -12,760 -13%
ICOA
15
Investment Centers of America
North Dakota
$2.4M -$17.2K -568 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.95M +$198K +6,560 +11%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$1.61M -$65.5K -2,168 -4%
AIG
18
American International Group
New York
$1.58M +$231K +7,660 +17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.47M -$1.01M -33,356 -41%
VFA
20
Voya Financial Advisors
Connecticut
$1.3M -$1.18M -39,124 -48%
OCG
21
Opus Capital Group
Ohio
$908K
MC
22
Mathes Company
New York
$895K -$72.5K -2,400 -7%
MFS
23
MSI Financial Services
Massachusetts
$847K -$2.1M -69,480 -71%
WCF
24
West Coast Financial
California
$710K -$74.3K -2,460 -9%
CAN
25
Cetera Advisor Networks
California
$630K