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iShares Morningstar US Equity ETF

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.92M)

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
QCM
101
Quantinno Capital Management
New York
$350K
SAW
102
Signal Advisors Wealth
Michigan
$335K
FA
103
Flagstar Advisors
New York
$333K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$329K
UCFA
105
United Capital Financial Advisors
Texas
$325K
AC
106
AlphaCore Capital
California
$317K
SPIA
107
Steward Partners Investment Advisory
New York
$315K
PFA
108
Pure Financial Advisors
California
$308K
LFS
109
Lutz Financial Services
Nebraska
$297K
CWM
110
Cornerstone Wealth Management
Missouri
$294K
BPA
111
Beacon Pointe Advisors
California
$291K
FWM
112
FMB Wealth Management
California
$286K
FF
113
Foundry Financial
California
$286K
DWM
114
Diversify Wealth Management
Utah
$283K
OAS
115
Optivise Advisory Services
Tennessee
$267K
WIA
116
World Investment Advisors
California
$258K
APW
117
Aurora Private Wealth
New Jersey
$255K
IFA
118
Index Fund Advisors
California
$252K
OCG
119
Opus Capital Group
Ohio
$245K
IWC
120
Integrated Wealth Concepts
Massachusetts
$242K
GVAG
121
Great Valley Advisor Group
Delaware
$237K
DC
122
Davenport & Co
Virginia
$236K
SC
123
Scotia Capital
Ontario, Canada
$234K
KFS
124
Keynote Financial Services
Connecticut
$228K
HWA
125
HCR Wealth Advisors
California
$228K