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iShares Morningstar US Equity ETF

175 hedge funds and large institutions have $465M invested in iShares Morningstar US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$561K
BA
77
Brightwater Advisory
Florida
$550K
CIA
78
Choate Investment Advisors
Massachusetts
$542K
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$537K
SIA
80
Soltis Investment Advisors
Utah
$519K
APW
81
Aurora Private Wealth
New Jersey
$511K
CIA
82
Cape Investment Advisory
Georgia
$487K
MA
83
Mutual Advisors
Nebraska
$486K
RPSA
84
Richard P. Slaughter Associates
Texas
$472K
FFN
85
Focus Financial Network
Minnesota
$467K
HSG
86
Helen Stephens Group
Texas
$466K
CPIG
87
Chicago Partners Investment Group
Illinois
$460K
HTIM
88
Harbour Trust & Investment Management
Indiana
$444K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$441K
AQR Capital Management
90
AQR Capital Management
Connecticut
$430K
M&T Bank
91
M&T Bank
New York
$429K
TA
92
TFB Advisors
Kansas
$419K
Russell Investments Group
93
Russell Investments Group
United Kingdom
$418K
LC
94
Landaas & Company
Wisconsin
$415K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$413K
PWM
96
Perigon Wealth Management
California
$393K
FA
97
Flagstar Advisors
New York
$393K
LFG
98
Larson Financial Group
Missouri
$387K
BRWA
99
B. Riley Wealth Advisors
Florida
$387K
PFA
100
Portland Financial Advisors
New York
$375K