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iShares Morningstar US Equity ETF

171 hedge funds and large institutions have $424M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Buyers

1 +$23.4M
2 +$9.08M
3 +$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1 -$8.79M
2 -$4.49M
3 -$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Asset Allocation Strategies
Michigan
$336K
SPIA
102
Steward Partners Investment Advisory
New York
$324K
OAS
103
Optivise Advisory Services
Tennessee
$315K
MCM
104
MidAtlantic Capital Management
Virginia
$315K
APW
105
Aurora Private Wealth
New Jersey
$314K
AC
106
AlphaCore Capital
California
$303K
DAS
107
Diversify Advisory Services
Utah
$290K
LFS
108
Lutz Financial Services
Nebraska
$288K
CWM
109
Cornerstone Wealth Management
Missouri
$281K
OCG
110
Opus Capital Group
Ohio
$279K
FWM
111
FMB Wealth Management
California
$273K
MA
112
Mutual Advisors
Nebraska
$260K
KWA
113
Kingswood Wealth Advisors
California
$245K
IFA
114
Index Fund Advisors
California
$240K
IWC
115
Integrated Wealth Concepts
Massachusetts
$238K
NCFG
116
New Century Financial Group
New Jersey
$231K
AWA
117
Arete Wealth Advisors
Illinois
$231K
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$226K
DC
119
Davenport & Co
Virginia
$225K
GVAG
120
Great Valley Advisor Group
Delaware
$224K
SC
121
Scotia Capital
Ontario, Canada
$224K
HWA
122
HCR Wealth Advisors
California
$218K
EAM
123
Evanson Asset Management
California
$214K
BSCCG
124
Blue Sky Capital Consultants Group
California
$213K
GWM
125
Geneos Wealth Management
Colorado
$207K