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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
PS
151
Principal Securities
Iowa
$36.9K
ACA
152
Aptus Capital Advisors
Alabama
$34.4K
Russell Investments Group
153
Russell Investments Group
United Kingdom
$33.2K
AIC
154
Archer Investment Corporation
Indiana
$29.2K
CMA
155
Cedar Mountain Advisors
Oregon
$28.9K
AWM
156
AE Wealth Management
Kansas
$27.8K
MFC
157
Morris Financial Concepts
South Carolina
$27.7K
FP
158
Financial Perspectives
Minnesota
$25.3K
FFA
159
Farther Finance Advisors
California
$22.4K
WIM
160
Westside Investment Management
California
$21K
BCWM
161
Bartlett & Co Wealth Management
Ohio
$16.6K
AA
162
Ancora Advisors
Ohio
$12.6K
PPA
163
Painted Porch Advisors
California
$11.3K
CFD
164
Creative Financial Designs
Indiana
$7.58K
MCM
165
MAI Capital Management
Ohio
$7.39K
GWSG
166
GPS Wealth Strategies Group
Colorado
$6.98K
AssetMark Inc
167
AssetMark Inc
California
$3.51K
ECA
168
Elevation Capital Advisory
Oregon
GS
169
GTS Securities
New York
Two Sigma Investments
170
Two Sigma Investments
New York
SNWA
171
Siligmueller & Norvid Wealth Advisors
Illinois
CIA
172
Cape Investment Advisory
Georgia
AWA
173
Arete Wealth Advisors
Illinois
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
TSMHT
175
Thurston Springer Miller Herd & Titak
Indiana