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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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.03M +$711K +9,202 +226%
SC
52
Savant Capital
Illinois
$1.02M +$309 +4 +0%
WMA
53
Wealth Management Associates
New Jersey
$981K -$8.42K -109 -0.9%
LCM
54
Liberty Capital Management
Michigan
$947K
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$942K +$1.55K +20 +0.2%
KFSN
56
Keystone Financial Services (Nebraska)
Nebraska
$869K +$41.6K +538 +5%
SWM
57
SeaCrest Wealth Management
New York
$860K -$33.8K -437 -4%
Citigroup
58
Citigroup
New York
$825K -$67.6K -875 -8%
AWM
59
Apollon Wealth Management
South Carolina
$790K
RT
60
Rockland Trust
Massachusetts
$764K -$11.2K -145 -1%
SNWA
61
Siligmueller & Norvid Wealth Advisors
Illinois
$761K
TSWM
62
Tyler-Stone Wealth Management
Ohio
$687K +$38.9K +503 +6%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$682K +$28.7K +372 +4%
Comerica Bank
64
Comerica Bank
Texas
$657K +$3.63K +47 +0.6%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$652K +$24K +310 +4%
KAS
66
Kestra Advisory Services
Texas
$631K +$358K +4,630 +131%
FTUS
67
Flow Traders U.S.
New York
$624K +$624K +8,078 New
PSF
68
Pacific Sun Financial
California
$612K
AAS
69
Ameritas Advisory Services
Nebraska
$608K
AMG
70
Asset Management Group
Connecticut
$602K +$1.7K +22 +0.3%
SB
71
Strategic Blueprint
Georgia
$589K -$54.1K -700 -8%
VFPW
72
Vantage Financial Partners (Wisconsin)
Wisconsin
$587K -$20.1K -260 -3%
NW
73
NewEdge Wealth
Pennsylvania
$565K -$7.42K -96 -1%
RTL
74
Red Tortoise LLC
Georgia
$565K
GWM
75
Geneos Wealth Management
Colorado
$558K +$310K +4,015 +125%