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iShares Morningstar US Equity ETF

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.3M +$2.84M +35,827 +8%
EH
2
Equitable Holdings
New York
$34.6M -$1.04M -13,163 -3%
Ameriprise
3
Ameriprise
Minnesota
$32.7M -$919K -11,603 -3%
AI
4
AdvisorShares Investments
Maryland
$29.5M +$29.5M +371,920 New
Wells Fargo
5
Wells Fargo
California
$28.8M +$20.3M +255,970 +237%
LPL Financial
6
LPL Financial
California
$22.1M +$7.67M +96,808 +53%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.6M +$10.3M +130,451 +164%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$14.8M -$440K -5,553 -3%
Bank of America
9
Bank of America
North Carolina
$13.5M +$3.51M +44,315 +35%
AAS
10
Avantax Advisory Services
Texas
$12.7M +$18.1K +228 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.2M +$906K +11,437 +8%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$11M +$1.37M +17,260 +14%
GIA
13
Gladstone Institutional Advisory
Florida
$10.6M +$3.18M +40,192 +43%
PAG
14
Private Advisor Group
New Jersey
$10.3M +$9.22M +116,378 +867%
UBS Group
15
UBS Group
Switzerland
$8.77M +$96.2K +1,214 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.46M +$6.38M +80,503 +306%
Corient Private Wealth
17
Corient Private Wealth
Florida
$8.18M +$1.12M +14,112 +16%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.87M +$2.68M +33,836 +84%
BWM
19
Benchmark Wealth Management
Connecticut
$5.28M -$4.04K -51 -0.1%
MFG
20
Merit Financial Group
Georgia
$5.2M -$13.9K -176 -0.3%
BAMG
21
Brand Asset Management Group
Missouri
$4.42M -$21.9K -277 -0.5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.39M +$785K +9,912 +22%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.89M -$186K -2,353 -5%
CAG
24
Crestwood Advisors Group
Massachusetts
$3.48M -$49.9K -630 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.44M -$6.26K -79 -0.2%