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iShares Morningstar US Equity ETF

175 hedge funds and large institutions have $465M invested in iShares Morningstar US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$3.3M
GRP
27
Global Retirement Partners
California
$3.04M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.81M
MWM
29
Modern Wealth Management
Kansas
$2.72M
Financial Engines Advisors
30
Financial Engines Advisors
California
$2.67M
JWCA
31
J.W. Cole Advisors
Florida
$2.66M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.46M
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.22M
MML Investors Services
34
MML Investors Services
Massachusetts
$2.22M
EFA
35
Edge Financial Advisors
Illinois
$1.89M
Cerity Partners
36
Cerity Partners
New York
$1.75M
SOS
37
Silver Oak Securities
Tennessee
$1.69M
SMWM
38
Silvia McColl Wealth Management
California
$1.65M
AT
39
American Trust
Kentucky
$1.55M
PAG
40
Private Advisor Group
New Jersey
$1.53M
OIA
41
OneDigital Investment Advisors
Kansas
$1.48M
MCC
42
Money Concepts Capital
Florida
$1.48M
Mariner
43
Mariner
Kansas
$1.46M
MBI
44
May Barnhard Investments
Maryland
$1.46M
HighTower Advisors
45
HighTower Advisors
Illinois
$1.44M
D
46
Dentgroup
Louisiana
$1.34M
WMA
47
Wealth Management Associates
New Jersey
$1.18M
LCM
48
Liberty Capital Management
Michigan
$1.16M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.12M
KFSN
50
Keystone Financial Services (Nebraska)
Nebraska
$1.05M