ILCB icon

iShares Morningstar US Equity ETF

175 hedge funds and large institutions have $465M invested in iShares Morningstar US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
126
Kingswood Wealth Advisors
California
$231K
GWM
127
Geneos Wealth Management
Colorado
$229K
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$222K
LOWM
129
Laurel Oak Wealth Management
New Jersey
$218K
AssetMark Inc
130
AssetMark Inc
California
$217K
EWM
131
Empirical Wealth Management
Washington
$212K
SRC
132
Sage Rhino Capital
California
$212K
IC
133
IEQ Capital
California
$200K
HIA
134
Harbor Investment Advisory
Maryland
$195K
HWA
135
HHM Wealth Advisors
Tennessee
$189K
HPWM
136
High Point Wealth Management
New Jersey
$189K
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$175K
BF
138
BOK Financial
Oklahoma
$162K
AF
139
Allworth Financial
California
$161K
BW
140
Basepoint Wealth
Iowa
$159K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$141K
CSB
142
City State Bank
Iowa
$120K
SNB
143
Security National Bank
Nebraska
$109K
TC
144
Trust Company
Kansas
$107K
TFGT
145
TS Financial Group (TSFG)
Illinois
$105K
RIA
146
Realta Investment Advisors
Delaware
$84.2K
CCMI
147
Creative Capital Management Investments
California
$75.5K
SL
148
Salomon & Ludwin
Virginia
$72.7K
William Blair & Company
149
William Blair & Company
Illinois
$71K
MSL
150
Monetary Solutions, Ltd
Ohio
$67.5K