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iShares Morningstar US Equity ETF

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.92M)

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
EAM
126
Evanson Asset Management
California
$225K
BSCCG
127
Blue Sky Capital Consultants Group
California
$223K
KWA
128
Kingswood Wealth Advisors
California
$220K
GWM
129
Geneos Wealth Management
Colorado
$219K
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$211K
LOWM
131
Laurel Oak Wealth Management
New Jersey
$205K
EWM
132
Empirical Wealth Management
Washington
$202K
SRC
133
Sage Rhino Capital
California
$202K
HIA
134
Harbor Investment Advisory
Maryland
$185K
HWA
135
HHM Wealth Advisors
Tennessee
$180K
HPWM
136
High Point Wealth Management
New Jersey
$180K
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$167K
ATPW
138
Ashton Thomas Private Wealth
Arizona
$165K
TRCT
139
Tower Research Capital (TRC)
New York
$158K
BF
140
BOK Financial
Oklahoma
$154K
AF
141
Allworth Financial
California
$153K
BW
142
Basepoint Wealth
Iowa
$152K
William Blair & Company
143
William Blair & Company
Illinois
$137K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$134K
VAI
145
Vanguard Advisers Inc
Pennsylvania
$129K
SIM
146
Synergy Investment Management
Florida
$129K
CSB
147
City State Bank
Iowa
$114K
TC
148
Trust Company
Kansas
$102K
SNB
149
Security National Bank
Nebraska
$94.5K
MG
150
Mather Group
Illinois
$89.2K