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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
AAS
101
Asset Allocation Strategies
Michigan
$372K
SPIA
102
Steward Partners Investment Advisory
New York
$356K
SAW
103
Signal Advisors Wealth
Michigan
$355K
PFA
104
Pure Financial Advisors
California
$350K
MCM
105
MidAtlantic Capital Management
Virginia
$346K
Jones Financial Companies
106
Jones Financial Companies
Missouri
$344K
UCFA
107
United Capital Financial Advisors
Texas
$335K
AC
108
AlphaCore Capital
California
$333K
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$332K
LFS
110
Lutz Financial Services
Nebraska
$312K
CWM
111
Cornerstone Wealth Management
Missouri
$309K
DAS
112
Diversify Advisory Services
Utah
$308K
OCG
113
Opus Capital Group
Ohio
$307K
BPA
114
Beacon Pointe Advisors
California
$302K
FWM
115
FMB Wealth Management
California
$301K
FF
116
Foundry Financial
California
$301K
IWC
117
Integrated Wealth Concepts
Massachusetts
$291K
OAS
118
Optivise Advisory Services
Tennessee
$280K
IFA
119
Index Fund Advisors
California
$264K
GVAG
120
Great Valley Advisor Group
Delaware
$248K
DC
121
Davenport & Co
Virginia
$248K
SC
122
Scotia Capital
Ontario, Canada
$246K
HWA
123
HCR Wealth Advisors
California
$239K
EAM
124
Evanson Asset Management
California
$236K
BSCCG
125
Blue Sky Capital Consultants Group
California
$235K