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iShares Morningstar US Equity ETF

168 hedge funds and large institutions have $419M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
47
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OAS
101
Optivise Advisory Services
Tennessee
$315K 3,671 -61 -2%
MCM
102
MidAtlantic Capital Management
Virginia
$315K 3,667 -238 -6%
APW
103
Aurora Private Wealth
New Jersey
$314K 3,661 -54 -1%
AC
104
AlphaCore Capital
California
$303K 3,528 +3,528 New
DAS
105
Diversify Advisory Services
Utah
$290K 3,252 -3 -0.1%
LFS
106
Lutz Financial Services
Nebraska
$288K 3,356
CWM
107
Cornerstone Wealth Management
Missouri
$281K 3,270
OCG
108
Opus Capital Group
Ohio
$279K 3,252
FWM
109
FMB Wealth Management
California
$273K 3,188
MA
110
Mutual Advisors
Nebraska
$260K 2,940
KWA
111
Kingswood Wealth Advisors
California
$245K 2,850
IFA
112
Index Fund Advisors
California
$240K 2,800
IWC
113
Integrated Wealth Concepts
Massachusetts
$238K 2,769
NCFG
114
New Century Financial Group
New Jersey
$231K 2,694 +1 +0%
AWA
115
Arete Wealth Advisors
Illinois
$231K 2,698 -11,403 -81%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$226K 2,630 -601 -19%
DC
117
Davenport & Co
Virginia
$225K 2,624 +2,624 New
GVAG
118
Great Valley Advisor Group
Delaware
$224K 2,610 +7 +0.3%
SC
119
Scotia Capital
Ontario, Canada
$224K 2,609 -2,054 -44%
HWA
120
HCR Wealth Advisors
California
$218K 2,536 +2,536 New
EAM
121
Evanson Asset Management
California
$214K 2,500 +2,500 New
BSCCG
122
Blue Sky Capital Consultants Group
California
$213K 2,487 -247 -9%
GWM
123
Geneos Wealth Management
Colorado
$207K 2,415 -4,801 -67%
SAM
124
Silvercrest Asset Management
New York
$203K 2,364 +2,364 New
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$202K 2,350 +2,350 New