ILCB icon

iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
1
Equitable Holdings
New York
$33.1M -$3.81M -64,759 -10%
Ameriprise
2
Ameriprise
Minnesota
$25.9M -$340K -5,779 -1%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M -$545K -9,256 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.9M +$12.9M +219,312 New
LPL Financial
5
LPL Financial
California
$11.8M +$275K +4,667 +2%
AAS
6
Avantax Advisory Services
Texas
$8.96M +$74.2K +1,260 +0.8%
Bank of America
7
Bank of America
North Carolina
$8.62M -$18.3K -311 -0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.49M -$221K -3,746 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$7.22M +$76.2K +1,293 +1%
UBS Group
10
UBS Group
Switzerland
$5.83M +$65.8K +1,118 +1%
GIA
11
Gladstone Institutional Advisory
Florida
$5.69M -$150K -2,555 -3%
Corient Private Wealth
12
Corient Private Wealth
Florida
$5.23M -$135K -2,288 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.66M +$1.29M +21,842 +38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.61M +$1.61M +27,303 +53%
MFG
15
Merit Financial Group
Georgia
$4.23M +$37.6K +639 +0.9%
BWM
16
Benchmark Wealth Management
Connecticut
$4.16M -$539K -9,146 -11%
BAMG
17
Brand Asset Management Group
Missouri
$3.42M -$51.9K -881 -1%
Wells Fargo
18
Wells Fargo
California
$3.4M +$666K +11,315 +24%
CAG
19
Crestwood Advisors Group
Massachusetts
$3M -$38.9K -660 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.74M -$184K -3,125 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.36M -$315K -5,351 -12%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.24M -$27.8K -472 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$51.1K +868 +3%
QS
24
Quantitative Strategies
California
$2.05M -$359K -6,101 -15%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.82M +$153K +2,594 +9%