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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
SC
51
Savant Capital
Illinois
$1.13M
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
$1.12M
KFSN
53
Keystone Financial Services (Nebraska)
Nebraska
$1.03M
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.01M
GWS
55
Greykasell Wealth Strategies
California
$979K
KAS
56
Kestra Advisory Services
Texas
$969K
AWM
57
Apollon Wealth Management
South Carolina
$945K
SWM
58
SeaCrest Wealth Management
New York
$936K
RT
59
Rockland Trust
Massachusetts
$909K
Creative Planning
60
Creative Planning
Kansas
$884K
Stifel Financial
61
Stifel Financial
Missouri
$815K
CMAI
62
Capital Management Associates Inc
Minnesota
$797K
Comerica Bank
63
Comerica Bank
Texas
$770K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$769K
PSF
65
Pacific Sun Financial
California
$732K
AMG
66
Asset Management Group
Connecticut
$724K
NW
67
NewEdge Wealth
Pennsylvania
$683K
RTL
68
Red Tortoise LLC
Georgia
$676K
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$653K
SB
70
Strategic Blueprint
Georgia
$627K
IWM
71
IHT Wealth Management
Illinois
$621K
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$609K
AAS
73
Ameritas Advisory Services
Nebraska
$590K
Baird Financial Group
74
Baird Financial Group
Wisconsin
$584K
CD
75
Chapin Davis
Maryland
$572K