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iShares Morningstar US Equity ETF

96 hedge funds and large institutions have $236M invested in iShares Morningstar US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
26
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$34M
Ameriprise
2
Ameriprise
Minnesota
$16.8M +$525K +14,760 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.8M -$177K -4,976 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.5M +$16.1M +452,076 +3,759%
Bank of America
5
Bank of America
North Carolina
$13.8M -$707K -19,832 -5%
UBS Group
6
UBS Group
Switzerland
$12.9M -$115K -3,240 -0.9%
LPL Financial
7
LPL Financial
California
$12.2M -$6.27M -175,928 -34%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$10.2M -$238K -6,676 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10M -$266K -7,472 -3%
Morgan Stanley
10
Morgan Stanley
New York
$9.96M -$443K -12,440 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.55M +$3.89M +109,292 +147%
Wells Fargo
12
Wells Fargo
California
$6.49M -$1.33M -37,224 -17%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.38M +$353K +9,920 +7%
IDA
14
Intelligence Driven Advisers
California
$5.25M +$5.25M +147,448 New
WCF
15
West Coast Financial
California
$4.6M +$306K +8,584 +7%
GLA
16
Good Life Advisors
Pennsylvania
$4.24M -$531K -14,904 -11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.67M +$282K +7,912 +8%
CWM
18
Cornerstone Wealth Management
Missouri
$3.46M -$1.02B -28,617,892 -100%
BAMG
19
Brand Asset Management Group
Missouri
$3.36M -$25.2K -708 -0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.33M +$132K +3,700 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$3M -$3.78M -106,064 -56%
CAG
22
Crestwood Advisors Group
Massachusetts
$2.74M -$57.6K -1,616 -2%
PAG
23
Private Advisor Group
New Jersey
$2.28M -$520K -14,600 -19%
AG
24
Advisor Group
Arizona
$1.96M +$366K +10,280 +23%
Citigroup
25
Citigroup
New York
$1.57M -$460K -12,904 -23%