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iShares Morningstar US Equity ETF

100 hedge funds and large institutions have $222M invested in iShares Morningstar US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$39.3M +$1.14M +28,400 +3%
Ameriprise
2
Ameriprise
Minnesota
$17.6M -$1.3M -32,456 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.3M -$2.59M -64,628 -14%
Bank of America
4
Bank of America
North Carolina
$16M +$521K +13,012 +3%
LPL Financial
5
LPL Financial
California
$12M -$1.66M -41,380 -12%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$11.5M -$26.1K -652 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$10.4M -$732K -18,304 -7%
CWM
8
Cornerstone Wealth Management
Missouri
$8.88M +$168K +1,868 +2%
Wells Fargo
9
Wells Fargo
California
$7.21M -$78.4K -1,960 -1%
IDA
10
Intelligence Driven Advisers
California
$6.67M +$767K +19,164 +13%
UBS Group
11
UBS Group
Switzerland
$6.47M -$8.06M -201,388 -55%
WCF
12
West Coast Financial
California
$5.02M -$141K -3,536 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.96M -$6.27M -156,840 -56%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.13M +$392K +9,808 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.11M -$12.5K -312 -0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.8M -$14.8M -369,008 -80%
BAMG
17
Brand Asset Management Group
Missouri
$3.71M -$61.3K -1,532 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.96M -$4.4M -109,932 -60%
Citadel Advisors
19
Citadel Advisors
Florida
$2.94M -$431K -10,772 -13%
CAG
20
Crestwood Advisors Group
Massachusetts
$2.9M -$177K -4,416 -6%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.65M -$3.38M -84,592 -56%
PAG
22
Private Advisor Group
New Jersey
$2.18M -$374K -9,360 -15%
AG
23
Advisor Group
Arizona
$2.07M -$137K -3,432 -6%
Citigroup
24
Citigroup
New York
$1.64M -$119K -2,972 -7%
AI
25
Atria Investments
North Carolina
$1.64M +$37.1K +928 +2%