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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
PAG
51
Private Advisor Group
New Jersey
$1.11M
WMA
52
Wealth Management Associates
New Jersey
$1.08M
LCM
53
Liberty Capital Management
Michigan
$1.05M
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$1.04M
Citigroup
55
Citigroup
New York
$1.03M
Two Sigma Investments
56
Two Sigma Investments
New York
$1.01M
KFSN
57
Keystone Financial Services (Nebraska)
Nebraska
$965K
GWS
58
Greykasell Wealth Strategies
California
$931K
AWM
59
Apollon Wealth Management
South Carolina
$877K
SWM
60
SeaCrest Wealth Management
New York
$866K
SNWA
61
Siligmueller & Norvid Wealth Advisors
Illinois
$852K
RT
62
Rockland Trust
Massachusetts
$849K
Creative Planning
63
Creative Planning
Kansas
$820K
TSWM
64
Tyler-Stone Wealth Management
Ohio
$802K
KAS
65
Kestra Advisory Services
Texas
$721K
Comerica Bank
66
Comerica Bank
Texas
$719K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$714K
PSF
68
Pacific Sun Financial
California
$679K
AMG
69
Asset Management Group
Connecticut
$671K
NW
70
NewEdge Wealth
Pennsylvania
$638K
VFPW
71
Vantage Financial Partners (Wisconsin)
Wisconsin
$630K
RTL
72
Red Tortoise LLC
Georgia
$627K
CMAI
73
Capital Management Associates Inc
Minnesota
$619K
SB
74
Strategic Blueprint
Georgia
$604K
IWM
75
IHT Wealth Management
Illinois
$604K