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iShares Morningstar US Equity ETF

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.92M)

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
SB
76
Strategic Blueprint
Georgia
$543K
DIA
77
Dana Investment Advisors
Wisconsin
$534K
CIA
78
Choate Investment Advisors
Massachusetts
$516K
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$512K
SC
80
Savant Capital
Illinois
$508K
SIA
81
Soltis Investment Advisors
Utah
$494K
CPIG
82
Chicago Partners Investment Group
Illinois
$475K
CIA
83
Cape Investment Advisory
Georgia
$463K
MA
84
Mutual Advisors
Nebraska
$463K
AMG
85
Asset Management Group
Connecticut
$452K
HSG
86
Helen Stephens Group
Texas
$445K
RPSA
87
Richard P. Slaughter Associates
Texas
$440K
HTIM
88
Harbour Trust & Investment Management
Indiana
$422K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$420K
M&T Bank
90
M&T Bank
New York
$409K
FFN
91
Focus Financial Network
Minnesota
$408K
BA
92
Brightwater Advisory
Florida
$405K
LC
93
Landaas & Company
Wisconsin
$395K
MCM
94
MidAtlantic Capital Management
Virginia
$377K
PWM
95
Perigon Wealth Management
California
$375K
SOS
96
Silver Oak Securities
Tennessee
$371K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$371K
LFG
98
Larson Financial Group
Missouri
$369K
PFA
99
Portland Financial Advisors
New York
$357K
AAS
100
Asset Allocation Strategies
Michigan
$355K