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iShares Morningstar US Equity ETF

164 hedge funds and large institutions have $461M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
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

Top Sellers

1 -$7.05M
2 -$3.74M
3 -$2.37M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.82M
5
GS
GTS Securities
New York
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.43M
JSA
27
Jim Saulnier & Associates
Colorado
$3.34M
Financial Engines Advisors
28
Financial Engines Advisors
California
$2.88M
MWM
29
Modern Wealth Management
Kansas
$2.72M
GRP
30
Global Retirement Partners
California
$2.67M
JWCA
31
J.W. Cole Advisors
Florida
$2.61M
BCI
32
Brinker Capital Investments
Pennsylvania
$2.32M
MML Investors Services
33
MML Investors Services
Massachusetts
$2.2M
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.83M
Cerity Partners
35
Cerity Partners
New York
$1.81M
SMWM
36
Silvia McColl Wealth Management
California
$1.79M
HighTower Advisors
37
HighTower Advisors
Illinois
$1.74M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.73M
SOS
39
Silver Oak Securities
Tennessee
$1.65M
AT
40
American Trust
Kentucky
$1.6M
EFA
41
Edge Financial Advisors
Illinois
$1.6M
MCC
42
Money Concepts Capital
Florida
$1.57M
PAG
43
Private Advisor Group
New Jersey
$1.51M
OIA
44
OneDigital Investment Advisors
Kansas
$1.45M
MBI
45
May Barnhard Investments
Maryland
$1.43M
D
46
Dentgroup
Louisiana
$1.32M
Mariner
47
Mariner
Kansas
$1.24M
Citigroup
48
Citigroup
New York
$1.24M
WMA
49
Wealth Management Associates
New Jersey
$1.16M
LCM
50
Liberty Capital Management
Michigan
$1.13M