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iShares Morningstar US Equity ETF

167 hedge funds and large institutions have $462M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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
BRWA
101
B. Riley Wealth Advisors
Florida
$314K
DAS
102
Diversify Advisory Services
Utah
$306K
LFS
103
Lutz Financial Services
Nebraska
$306K
CWM
104
Cornerstone Wealth Management
Missouri
$302K
OCG
105
Opus Capital Group
Ohio
$301K
AQR Capital Management
106
AQR Capital Management
Connecticut
$300K
BPA
107
Beacon Pointe Advisors
California
$295K
FWM
108
FMB Wealth Management
California
$295K
OAS
109
Optivise Advisory Services
Tennessee
$264K
IFA
110
Index Fund Advisors
California
$259K
IWC
111
Integrated Wealth Concepts
Massachusetts
$249K
NCFG
112
New Century Financial Group
New Jersey
$249K
DC
113
Davenport & Co
Virginia
$243K
GVAG
114
Great Valley Advisor Group
Delaware
$242K
SC
115
Scotia Capital
Ontario, Canada
$241K
HWA
116
HCR Wealth Advisors
California
$235K
EAM
117
Evanson Asset Management
California
$231K
BSCCG
118
Blue Sky Capital Consultants Group
California
$230K
KWA
119
Kingswood Wealth Advisors
California
$226K
GWM
120
Geneos Wealth Management
Colorado
$224K
SAM
121
Silvercrest Asset Management
New York
$218K
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$217K
CW
123
CreativeOne Wealth
Kansas
$216K
HI
124
Harbour Investments
Wisconsin
$212K
EWM
125
Empirical Wealth Management
Washington
$208K