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iShares Morningstar US Equity ETF

167 hedge funds and large institutions have $462M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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
SRC
126
Sage Rhino Capital
California
$208K
HIA
127
Harbor Investment Advisory
Maryland
$191K
HWA
128
HHM Wealth Advisors
Tennessee
$185K
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$181K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$166K
BF
131
BOK Financial
Oklahoma
$159K
AF
132
Allworth Financial
California
$157K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$138K
TIM
134
Tortoise Investment Management
New York
$124K
CSB
135
City State Bank
Iowa
$117K
SNB
136
Security National Bank
Nebraska
$107K
TFGT
137
TS Financial Group (TSFG)
Illinois
$102K
ASN
138
Advisory Services Network
Georgia
$95.7K
MG
139
Mather Group
Illinois
$91.8K
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$88.7K
RIA
141
Realta Investment Advisors
Delaware
$82.4K
CCMI
142
Creative Capital Management Investments
California
$73.9K
SL
143
Salomon & Ludwin
Virginia
$71.3K
CPG
144
Cornerstone Planning Group
New Jersey
$56.6K
T
145
Tidemark
California
$56.2K
CMP
146
Coston McIsaac & Partners
Maine
$56K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$48.1K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.9K
CAL
149
Capital Analysts LLC
Pennsylvania
$45K
US Bancorp
150
US Bancorp
Minnesota
$42.6K