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iShares Morningstar US Equity ETF

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-11
Holders Change %
-6.15%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
51
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
26
Crestwood Advisors Group
Massachusetts
$3.33M -$56.1K -726 -2%
JSA
27
Jim Saulnier & Associates
Colorado
$3.22M +$114K +1,470 +4%
JWCA
28
J.W. Cole Advisors
Florida
$2.18M +$464 +6 +0%
AWS
29
Atria Wealth Solutions
New York
$2.13M -$88.9K -1,150 -4%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.12M -$269K -3,488 -11%
GS
31
GTS Securities
New York
$2.1M +$1.34M +17,364 +176%
GWS
32
Greykasell Wealth Strategies
California
$1.8M -$263K -3,409 -13%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.54M +$102K +1,323 +7%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.54M +$102K +1,323 +7%
SMWM
35
Silvia McColl Wealth Management
California
$1.49M
AssetMark Inc
36
AssetMark Inc
California
$1.4M -$393K -5,093 -22%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.33M
MCC
38
Money Concepts Capital
Florida
$1.32M +$2.24K +29 +0.2%
WCF
39
West Coast Financial
California
$1.29M -$115K -1,492 -8%
OIA
40
OneDigital Investment Advisors
Kansas
$1.21M +$309 +4 +0%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.2M +$117K +1,517 +11%
MBI
42
May Barnhard Investments
Maryland
$1.19M
TRCT
43
Tower Research Capital (TRC)
New York
$1.16M +$1.03M +13,303 +780%
Creative Planning
44
Creative Planning
Kansas
$1.15M +$532K +6,892 +86%
CFS
45
Commonwealth Financial Services
West Virginia
$1.13M +$210K +2,714 +23%
CMAI
46
Capital Management Associates Inc
Minnesota
$1.11M +$596K +7,710 +115%
D
47
Dentgroup
Louisiana
$1.11M -$6.57K -85 -0.6%
PAG
48
Private Advisor Group
New Jersey
$1.09M -$7.27M -94,160 -87%
AWA
49
Arete Wealth Advisors
Illinois
$1.09M -$1.39M -17,943 -56%
Mariner
50
Mariner
Kansas
$1.05M