ILCB icon

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
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K
CAL
152
Capital Analysts LLC
Pennsylvania
$42K
US Bancorp
153
US Bancorp
Minnesota
$39.5K
AWM
154
AE Wealth Management
Kansas
$37.6K
PS
155
Principal Securities
Iowa
$34.2K
ACA
156
Aptus Capital Advisors
Alabama
$31.9K
Russell Investments Group
157
Russell Investments Group
United Kingdom
$30.8K
AIC
158
Archer Investment Corporation
Indiana
$27.1K
CMA
159
Cedar Mountain Advisors
Oregon
$26.8K
MFC
160
Morris Financial Concepts
South Carolina
$25.7K
T
161
Tableaux
Massachusetts
$24K
FP
162
Financial Perspectives
Minnesota
$23.4K
FFA
163
Farther Finance Advisors
California
$20.8K
WIM
164
Westside Investment Management
California
$19.4K
BCWM
165
Bartlett & Co Wealth Management
Ohio
$15.4K
AA
166
Ancora Advisors
Ohio
$11.7K
PPA
167
Painted Porch Advisors
California
$10.5K
GWSG
168
GPS Wealth Strategies Group
Colorado
$9.89K
CFD
169
Creative Financial Designs
Indiana
$7.03K
MCM
170
MAI Capital Management
Ohio
$6.86K
PP
171
PrairieView Partners
Minnesota
$3K
Citadel Advisors
172
Citadel Advisors
Florida
WCF
173
West Coast Financial
California
TRCT
174
Tower Research Capital (TRC)
New York
FTUS
175
Flow Traders U.S.
New York