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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
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
126
Silvercrest Asset Management
New York
$203K +$203K +2,364 New
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$202K +$202K +2,350 New
HI
128
Harbour Investments
Wisconsin
$196K -$10.1K -118 -5%
HIA
129
Harbor Investment Advisory
Maryland
$177K
HWA
130
HHM Wealth Advisors
Tennessee
$172K
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$168K -$10.4K -121 -6%
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$161K +$32.7K +381 +25%
Jones Financial Companies
133
Jones Financial Companies
Missouri
$160K +$61K +715 +62%
BF
134
BOK Financial
Oklahoma
$147K +$147K +1,718 New
AssetMark Inc
135
AssetMark Inc
California
$146K -$1.41M -16,382 -91%
AAS
136
Ameritas Advisory Services
Nebraska
$133K -$513K -5,984 -79%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$127K
AF
138
Allworth Financial
California
$122K +$122K +1,426 New
TIM
139
Tortoise Investment Management
New York
$115K
CSB
140
City State Bank
Iowa
$109K
SNB
141
Security National Bank
Nebraska
$99.3K
TFGT
142
TS Financial Group (TSFG)
Illinois
$95K
RIA
143
Realta Investment Advisors
Delaware
$76.5K
CCMI
144
Creative Capital Management Investments
California
$68.6K
SL
145
Salomon & Ludwin
Virginia
$68.2K
T
146
Tidemark
California
$52.2K
CMP
147
Coston McIsaac & Partners
Maine
$52K +$169 +2 +0.3%
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K +$47.4K +4,070 +8,479%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$44.6K
OW
150
Olistico Wealth
Oklahoma
$44.3K