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iShares Morningstar US Equity ETF

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-11
Holders Change %
-6.15%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
51
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
126
Harbour Investments
Wisconsin
$186K
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$161K
HIA
128
Harbor Investment Advisory
Maryland
$159K
HWA
129
HHM Wealth Advisors
Tennessee
$155K
TSMHT
130
Thurston Springer Miller Herd & Titak
Indiana
$116K +$34.6K +448 +43%
TIM
131
Tortoise Investment Management
New York
$104K
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$102K
CSB
133
City State Bank
Iowa
$98K
SNB
134
Security National Bank
Nebraska
$89.5K -$11K -142 -11%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$88.9K +$68K +885 +325%
TFGT
136
TS Financial Group (TSFG)
Illinois
$86K
MG
137
Mather Group
Illinois
$76.7K
RIA
138
Realta Investment Advisors
Delaware
$68.9K
CCMI
139
Creative Capital Management Investments
California
$61.8K +$61.8K +800 New
SL
140
Salomon & Ludwin
Virginia
$61.2K
CMP
141
Coston McIsaac & Partners
Maine
$47K +$154 +2 +0.3%
T
142
Tidemark
California
$47K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$46.9K -$30.8K -399 -40%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$40.2K
OW
145
Olistico Wealth
Oklahoma
$39.9K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.2K
CAL
147
Capital Analysts LLC
Pennsylvania
$37K +$153 +2 +0.4%
AWM
148
AE Wealth Management
Kansas
$36.5K -$4.63K -60 -11%
US Bancorp
149
US Bancorp
Minnesota
$35.6K
PS
150
Principal Securities
Iowa
$31.8K