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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
ASN
151
Advisory Services Network
Georgia
$89K
AWM
152
AE Wealth Management
Kansas
$87.3K
RIA
153
Realta Investment Advisors
Delaware
$80.2K
CCMI
154
Creative Capital Management Investments
California
$71.9K
SL
155
Salomon & Ludwin
Virginia
$69.3K
MS
156
Monetary Solutions
Ohio
$64.4K
CMP
157
Coston McIsaac & Partners
Maine
$53K
T
158
Tidemark
California
$49.2K
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K
WWM
160
Western Wealth Management
Colorado
$44.9K
OW
161
Olistico Wealth
Oklahoma
$43.1K
US Bancorp
162
US Bancorp
Minnesota
$41.4K
CAL
163
Capital Analysts LLC
Pennsylvania
$40K
ACA
164
Aptus Capital Advisors
Alabama
$33.6K
Russell Investments Group
165
Russell Investments Group
United Kingdom
$32.4K
CMA
166
Cedar Mountain Advisors
Oregon
$28.1K
MFC
167
Morris Financial Concepts
South Carolina
$27K
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$24.7K
FP
169
Financial Perspectives
Minnesota
$24.7K
FFA
170
Farther Finance Advisors
California
$21.9K
WIM
171
Westside Investment Management
California
$20.5K
KFI
172
Key Financial Inc
Pennsylvania
$20.5K
BCWM
173
Bartlett & Co Wealth Management
Ohio
$17.9K
IAIM
174
International Assets Investment Management
Florida
$17K
MCM
175
MAI Capital Management
Ohio
$15.6K