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iShares Morningstar US Equity ETF

175 hedge funds and large institutions have $465M invested in iShares Morningstar US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
151
Coston McIsaac & Partners
Maine
$58K
T
152
Tidemark
California
$57.4K
TSMHT
153
Thurston Springer Miller Herd & Titak
Indiana
$57K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$49.1K
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$45.3K
OW
157
Olistico Wealth
Oklahoma
$45.3K
US Bancorp
158
US Bancorp
Minnesota
$43.5K
ACA
159
Aptus Capital Advisors
Alabama
$35.3K
FHA
160
Flagship Harbor Advisors
Massachusetts
$30.2K
CMA
161
Cedar Mountain Advisors
Oregon
$29.5K
AWM
162
AE Wealth Management
Kansas
$28.4K
MFC
163
Morris Financial Concepts
South Carolina
$28.3K
Corient Private Wealth
164
Corient Private Wealth
Florida
$26.9K
HI
165
Harbour Investments
Wisconsin
$26.4K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$26K
FP
167
Financial Perspectives
Minnesota
$25.9K
FFA
168
Farther Finance Advisors
California
$22.8K
WIM
169
Westside Investment Management
California
$21.5K
IAIM
170
International Assets Investment Management
Florida
$17.7K
BCWM
171
Bartlett & Co Wealth Management
Ohio
$17K
MCM
172
MAI Capital Management
Ohio
$16.4K
AA
173
Ancora Advisors
Ohio
$12.8K
CFD
174
Creative Financial Designs
Indiana
$7.74K
LWANC
175
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.53K