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iShares Morningstar US Equity ETF

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.92M)

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.51M
Raymond James Financial
27
Raymond James Financial
Florida
$3.47M
IFG
28
Independent Financial Group
California
$3.17M
JSA
29
Jim Saulnier & Associates
Colorado
$3.15M
Goldman Sachs
30
Goldman Sachs
New York
$2.64M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.61M
MWM
32
Modern Wealth Management
Kansas
$2.59M
Financial Engines Advisors
33
Financial Engines Advisors
California
$2.53M
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.22M
ECA
35
Elevation Capital Advisory
Oregon
$2.21M
Cerity Partners
36
Cerity Partners
New York
$2.12M
MML Investors Services
37
MML Investors Services
Massachusetts
$1.96M
AT
38
American Trust
Kentucky
$1.6M
SMWM
39
Silvia McColl Wealth Management
California
$1.57M
AWA
40
Arkadios Wealth Advisors
Georgia
$1.51M
Mariner
41
Mariner
Kansas
$1.46M
PAG
42
Private Advisor Group
New Jersey
$1.44M
MBI
43
May Barnhard Investments
Maryland
$1.39M
HighTower Advisors
44
HighTower Advisors
Illinois
$1.37M
MCC
45
Money Concepts Capital
Florida
$1.37M
Natixis Advisors
46
Natixis Advisors
Massachusetts
$1.18M
BNMT
47
Bawa N Mallick Trust
New York
$1.11M
WMA
48
Wealth Management Associates
New Jersey
$1.1M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.07M
KFSN
50
Keystone Financial Services (Nebraska)
Nebraska
$995K