ILCB icon

iShares Morningstar US Equity ETF

164 hedge funds and large institutions have $461M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
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

Top Sellers

1 -$7.05M
2 -$3.74M
3 -$2.37M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.82M
5
GS
GTS Securities
New York
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Diversify Advisory Services
Utah
$306K
LFS
102
Lutz Financial Services
Nebraska
$306K
CWM
103
Cornerstone Wealth Management
Missouri
$302K
OCG
104
Opus Capital Group
Ohio
$301K
AQR Capital Management
105
AQR Capital Management
Connecticut
$300K
BPA
106
Beacon Pointe Advisors
California
$295K
FWM
107
FMB Wealth Management
California
$295K
OAS
108
Optivise Advisory Services
Tennessee
$264K
IFA
109
Index Fund Advisors
California
$259K
IWC
110
Integrated Wealth Concepts
Massachusetts
$249K
NCFG
111
New Century Financial Group
New Jersey
$249K
DC
112
Davenport & Co
Virginia
$243K
GVAG
113
Great Valley Advisor Group
Delaware
$242K
SC
114
Scotia Capital
Ontario, Canada
$241K
HWA
115
HCR Wealth Advisors
California
$235K
EAM
116
Evanson Asset Management
California
$231K
BSCCG
117
Blue Sky Capital Consultants Group
California
$230K
KWA
118
Kingswood Wealth Advisors
California
$226K
GWM
119
Geneos Wealth Management
Colorado
$224K
SAM
120
Silvercrest Asset Management
New York
$218K
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$217K
CW
122
CreativeOne Wealth
Kansas
$216K
HI
123
Harbour Investments
Wisconsin
$212K
EWM
124
Empirical Wealth Management
Washington
$208K
SRC
125
Sage Rhino Capital
California
$208K