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iShares Morningstar US Equity ETF

167 hedge funds and large institutions have $462M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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
CD
76
Chapin Davis
Maryland
$572K
BA
77
Brightwater Advisory
Florida
$551K
DIA
78
Dana Investment Advisors
Wisconsin
$550K
CIA
79
Choate Investment Advisors
Massachusetts
$530K
SIA
80
Soltis Investment Advisors
Utah
$508K
MA
81
Mutual Advisors
Nebraska
$480K
RPSA
82
Richard P. Slaughter Associates
Texas
$462K
CPIG
83
Chicago Partners Investment Group
Illinois
$460K
FFN
84
Focus Financial Network
Minnesota
$456K
HSG
85
Helen Stephens Group
Texas
$455K
HTIM
86
Harbour Trust & Investment Management
Indiana
$434K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$431K
M&T Bank
88
M&T Bank
New York
$421K
TA
89
TFB Advisors
Kansas
$407K
LC
90
Landaas & Company
Wisconsin
$405K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$405K
PWM
92
Perigon Wealth Management
California
$384K
FA
93
Flagstar Advisors
New York
$384K
LFG
94
Larson Financial Group
Missouri
$379K
PFA
95
Portland Financial Advisors
New York
$367K
AAS
96
Asset Allocation Strategies
Michigan
$363K
SPIA
97
Steward Partners Investment Advisory
New York
$355K
PFA
98
Pure Financial Advisors
California
$343K
MCM
99
MidAtlantic Capital Management
Virginia
$339K
AC
100
AlphaCore Capital
California
$326K