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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
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.36M -$584K -6,813 -15%
JSA
27
Jim Saulnier & Associates
Colorado
$3.35M -$218K -2,546 -6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.14M +$2M +23,313 +176%
Raymond James Financial
29
Raymond James Financial
Florida
$3.05M -$1.64M -19,112 -35%
Financial Engines Advisors
30
Financial Engines Advisors
California
$2.93M +$2.66M +31,055 +994%
MWM
31
Modern Wealth Management
Kansas
$2.64M +$2.64M +30,777 New
GRP
32
Global Retirement Partners
California
$2.46M +$2.46M +28,666 New
JWCA
33
J.W. Cole Advisors
Florida
$2.43M +$515 +6 +0%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.09M -$261K -3,037 -11%
AWS
35
Atria Wealth Solutions
New York
$1.8M -$564K -6,577 -24%
Cerity Partners
36
Cerity Partners
New York
$1.71M +$1.27M +14,822 +288%
SMWM
37
Silvia McColl Wealth Management
California
$1.66M
BCI
38
Brinker Capital Investments
Pennsylvania
$1.59M -$121K -1,415 -7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$805K +9,382 +106%
AT
40
American Trust
Kentucky
$1.48M +$1.48M +17,226 New
MCC
41
Money Concepts Capital
Florida
$1.45M -$15.5K -181 -1%
CFS
42
Commonwealth Financial Services
West Virginia
$1.4M +$147K +1,709 +12%
GS
43
GTS Securities
New York
$1.4M -$935K -10,897 -40%
OIA
44
OneDigital Investment Advisors
Kansas
$1.34M +$2.15K +25 +0.2%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.34M -$132K -1,533 -9%
MBI
46
May Barnhard Investments
Maryland
$1.33M
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.27M -$62.4K -727 -5%
D
48
Dentgroup
Louisiana
$1.22M -$7.63K -89 -0.6%
Mariner
49
Mariner
Kansas
$1.21M +$42.5K +495 +4%
SC
50
Savant Capital
Illinois
$1.15M +$21.5K +251 +2%