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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Buyers

1 +$23.4M
2 +$9.08M
3 +$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1 -$8.79M
2 -$4.49M
3 -$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$203K
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$202K
HI
128
Harbour Investments
Wisconsin
$196K
HIA
129
Harbor Investment Advisory
Maryland
$177K
HWA
130
HHM Wealth Advisors
Tennessee
$172K
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$168K
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$161K
Jones Financial Companies
133
Jones Financial Companies
Missouri
$160K
BF
134
BOK Financial
Oklahoma
$147K
AssetMark Inc
135
AssetMark Inc
California
$146K
AAS
136
Ameritas Advisory Services
Nebraska
$133K
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$127K
AF
138
Allworth Financial
California
$122K
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
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$44.6K
OW
150
Olistico Wealth
Oklahoma
$44.3K