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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
BA
76
Brightwater Advisory
Florida
$591K
M&T Bank
77
M&T Bank
New York
$566K
CD
78
Chapin Davis
Maryland
$565K
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$564K
GLA
80
Good Life Advisors
Pennsylvania
$561K
DIA
81
Dana Investment Advisors
Wisconsin
$510K
Stifel Financial
82
Stifel Financial
Missouri
$502K
CIA
83
Choate Investment Advisors
Massachusetts
$492K
CIA
84
Cape Investment Advisory
Georgia
$442K
RPSA
85
Richard P. Slaughter Associates
Texas
$434K
CPIG
86
Chicago Partners Investment Group
Illinois
$424K
FFN
87
Focus Financial Network
Minnesota
$422K
HSG
88
Helen Stephens Group
Texas
$421K
Baird Financial Group
89
Baird Financial Group
Wisconsin
$416K
HTIM
90
Harbour Trust & Investment Management
Indiana
$403K
EFA
91
Edge Financial Advisors
Illinois
$402K
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$400K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$378K
LC
94
Landaas & Company
Wisconsin
$376K
SOS
95
Silver Oak Securities
Tennessee
$370K
TA
96
TFB Advisors
Kansas
$357K
PWM
97
Perigon Wealth Management
California
$356K
FA
98
Flagstar Advisors
New York
$355K
LFG
99
Larson Financial Group
Missouri
$350K
PFA
100
Portland Financial Advisors
New York
$341K