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iShares Morningstar US Equity ETF

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EH
1
Equitable Holdings
New York
$31.9M 646,497 +422 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$26.3M 532,103 -8,119 -2%
Morgan Stanley
3
Morgan Stanley
New York
$20.7M 418,641 +3,691 +0.9%
LPL Financial
4
LPL Financial
California
$9.91M 200,665 -10,695 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.21M 166,155 -414 -0.2%
Bank of America
6
Bank of America
North Carolina
$7.88M 159,471 -8,352 -5%
AAS
7
Avantax Advisory Services
Texas
$6.76M 136,816 +2,537 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$6.73M 136,341 +240 +0.2%
S
9
Surevest
California
$6.01M 121,659 +8,310 +7%
UBS Group
10
UBS Group
Switzerland
$5.9M 119,479 -2,417 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.7M 115,411 -4,931 -4%
GIA
12
Gladstone Institutional Advisory
Florida
$5.51M 111,544 -1,400 -1%
BWM
13
Benchmark Wealth Management
Connecticut
$4.12M 83,456 -6,850 -8%
MFG
14
Merit Financial Group
Georgia
$3.44M 69,541 +62,031 +826%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.04M 61,632 -16,042 -21%
BAMG
16
Brand Asset Management Group
Missouri
$3.01M 60,843
Wells Fargo
17
Wells Fargo
California
$2.86M 57,835 -3,183 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.72M 55,068 -1,646 -3%
CAG
19
Crestwood Advisors Group
Massachusetts
$2.67M 53,993 -825 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.11M 42,743 -197 -0.5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2M 40,561 -27,289 -40%
W
22
Wealthquest
Ohio
$1.86M 37,740 -202,476 -84%
WCF
23
West Coast Financial
California
$1.75M 35,444 -271 -0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.7M 34,472 -50,519 -59%
JWCA
25
J.W. Cole Advisors
Florida
$1.69M 34,127 -525 -2%