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iShares Morningstar US Equity ETF

78 hedge funds and large institutions have $218M invested in iShares Morningstar US Equity ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$35M
Ameriprise
2
Ameriprise
Minnesota
$26.9M +$2.14M +58,448 +9%
Bank of America
3
Bank of America
North Carolina
$18.6M +$2.5M +68,308 +15%
Morgan Stanley
4
Morgan Stanley
New York
$16.6M +$8.45M +230,900 +104%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.4M -$646K -17,652 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.77M +$1.14M +31,280 +13%
LPL Financial
7
LPL Financial
California
$9.64M +$1.07M +29,344 +13%
UBS Group
8
UBS Group
Switzerland
$9.17M +$2.55M +69,740 +39%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.54M +$1.14M +31,200 +15%
CWM
10
Cornerstone Wealth Management
Missouri
$6.9M +$360K +9,848 +6%
Wells Fargo
11
Wells Fargo
California
$6.41M +$648K +17,720 +11%
PAG
12
Private Advisor Group
New Jersey
$6.3M +$1.85M +50,552 +42%
GLA
13
Good Life Advisors
Pennsylvania
$6.29M -$2.53M -69,044 -29%
WCF
14
West Coast Financial
California
$3.91M +$1.2M +32,856 +44%
CAG
15
Crestwood Advisors Group
Massachusetts
$3.78M
RJA
16
Raymond James & Associates
Florida
$3.54M +$11.3K +308 +0.3%
SB
17
Suntrust Banks
Georgia
$3.13M +$553K +15,108 +21%
Goldman Sachs
18
Goldman Sachs
New York
$2.76M +$2.76M +75,380 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.72M -$41.4K -1,132 -2%
MC
20
Mathes Company
New York
$1.86M +$146K +4,000 +9%
CA
21
Cetera Advisors
Colorado
$1.72M -$15.2K -416 -0.9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$117K +3,188 +9%
Citigroup
23
Citigroup
New York
$1.3M +$129K +3,528 +11%
IA
24
IFP Advisors
Florida
$1.1M -$34K -928 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1M -$5.11M -139,712 -84%