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iShares Morningstar US Equity ETF

171 hedge funds and large institutions have $424M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$23.4M
2 +$9.08M
3 +$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1 -$8.79M
2 -$4.49M
3 -$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.36M
JSA
27
Jim Saulnier & Associates
Colorado
$3.35M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.14M
Raymond James Financial
29
Raymond James Financial
Florida
$3.05M
Financial Engines Advisors
30
Financial Engines Advisors
California
$2.93M
MWM
31
Modern Wealth Management
Kansas
$2.64M
GRP
32
Global Retirement Partners
California
$2.46M
JWCA
33
J.W. Cole Advisors
Florida
$2.43M
MML Investors Services
34
MML Investors Services
Massachusetts
$2.09M
AWS
35
Atria Wealth Solutions
New York
$1.8M
Cerity Partners
36
Cerity Partners
New York
$1.71M
SMWM
37
Silvia McColl Wealth Management
California
$1.66M
BCI
38
Brinker Capital Investments
Pennsylvania
$1.59M
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
AT
40
American Trust
Kentucky
$1.48M
MCC
41
Money Concepts Capital
Florida
$1.45M
CFS
42
Commonwealth Financial Services
West Virginia
$1.4M
GS
43
GTS Securities
New York
$1.4M
OIA
44
OneDigital Investment Advisors
Kansas
$1.34M
HighTower Advisors
45
HighTower Advisors
Illinois
$1.34M
MBI
46
May Barnhard Investments
Maryland
$1.33M
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.27M
D
48
Dentgroup
Louisiana
$1.22M
Mariner
49
Mariner
Kansas
$1.21M
SC
50
Savant Capital
Illinois
$1.15M