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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
BA
76
Brightwater Advisory
Florida
$551K
DIA
77
Dana Investment Advisors
Wisconsin
$550K
CIA
78
Choate Investment Advisors
Massachusetts
$530K
SIA
79
Soltis Investment Advisors
Utah
$508K
MA
80
Mutual Advisors
Nebraska
$480K
RPSA
81
Richard P. Slaughter Associates
Texas
$462K
CPIG
82
Chicago Partners Investment Group
Illinois
$460K
FFN
83
Focus Financial Network
Minnesota
$456K
HSG
84
Helen Stephens Group
Texas
$455K
HTIM
85
Harbour Trust & Investment Management
Indiana
$434K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$431K
M&T Bank
87
M&T Bank
New York
$421K
TA
88
TFB Advisors
Kansas
$407K
LC
89
Landaas & Company
Wisconsin
$405K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$405K
PWM
91
Perigon Wealth Management
California
$384K
FA
92
Flagstar Advisors
New York
$384K
LFG
93
Larson Financial Group
Missouri
$379K
PFA
94
Portland Financial Advisors
New York
$367K
AAS
95
Asset Allocation Strategies
Michigan
$363K
SPIA
96
Steward Partners Investment Advisory
New York
$355K
PFA
97
Pure Financial Advisors
California
$343K
MCM
98
MidAtlantic Capital Management
Virginia
$339K
AC
99
AlphaCore Capital
California
$326K
BRWA
100
B. Riley Wealth Advisors
Florida
$314K