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iShares Morningstar US Equity ETF

122 hedge funds and large institutions have $271M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
1
Equitable Holdings
New York
$49M -$59K -1,052 -0.1%
Ameriprise
2
Ameriprise
Minnesota
$34M -$1.69M -29,956 -5%
Morgan Stanley
3
Morgan Stanley
New York
$20.1M -$847K -15,108 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M -$192K -3,420 -1%
Bank of America
5
Bank of America
North Carolina
$13M -$557K -9,936 -4%
LPL Financial
6
LPL Financial
California
$12.8M -$200K -3,564 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$11.3M -$46.7K -832 -0.4%
Citadel Advisors
8
Citadel Advisors
Florida
$9.75M +$8.52K +152 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.57M -$2.71M -48,380 -24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.73M +$1.96M +34,988 +41%
AAS
11
Avantax Advisory Services
Texas
$6.35M +$1.81M +32,240 +40%
Wells Fargo
12
Wells Fargo
California
$6.15M -$1.46M -26,000 -19%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$6.03M +$1.72M +30,724 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.72M -$90K -1,604 -2%
BWM
15
Benchmark Wealth Management
Connecticut
$5.37M -$56.5M -1,007,976 -91%
BAMG
16
Brand Asset Management Group
Missouri
$4.1M -$64.8K -1,156 -2%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.31M -$184K -3,284 -5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.24M -$2.13M -38,072 -40%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.2M -$258K -4,604 -7%
WCF
20
West Coast Financial
California
$2.89M -$318K -5,680 -10%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.61M +$31.9K +568 +1%
Goldman Sachs
22
Goldman Sachs
New York
$2.34M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.17M +$511K +9,120 +31%
JWCA
24
J.W. Cole Advisors
Florida
$2.15M -$41.5K -740 -2%
Citigroup
25
Citigroup
New York
$1.37M -$26K -464 -2%