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iShares Morningstar US Equity ETF

164 hedge funds and large institutions have $461M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
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

Top Sellers

1 -$7.05M
2 -$3.74M
3 -$2.37M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.82M
5
GS
GTS Securities
New York
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
126
Harbor Investment Advisory
Maryland
$191K
HWA
127
HHM Wealth Advisors
Tennessee
$185K
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$181K
Jones Financial Companies
129
Jones Financial Companies
Missouri
$166K
BF
130
BOK Financial
Oklahoma
$159K
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$138K
TIM
132
Tortoise Investment Management
New York
$124K
CSB
133
City State Bank
Iowa
$117K
SNB
134
Security National Bank
Nebraska
$107K
TFGT
135
TS Financial Group (TSFG)
Illinois
$102K
ASN
136
Advisory Services Network
Georgia
$95.7K
MG
137
Mather Group
Illinois
$91.8K
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$88.7K
RIA
139
Realta Investment Advisors
Delaware
$82.4K
CCMI
140
Creative Capital Management Investments
California
$73.9K
SL
141
Salomon & Ludwin
Virginia
$71.3K
CPG
142
Cornerstone Planning Group
New Jersey
$56.6K
T
143
Tidemark
California
$56.2K
CMP
144
Coston McIsaac & Partners
Maine
$56K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$48.1K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.9K
CAL
147
Capital Analysts LLC
Pennsylvania
$45K
US Bancorp
148
US Bancorp
Minnesota
$42.6K
PS
149
Principal Securities
Iowa
$36.9K
ACA
150
Aptus Capital Advisors
Alabama
$34.4K