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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
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
176
Jane Street
New York
-$514K -6,659 Closed
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
-$345K -4,465 Closed
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
-$273K -3,528 Closed
PA
179
PFG Advisors
Arizona
-$241K -3,123 Closed
SIM
180
Synergy Investment Management
Florida
-$220K -2,846 Closed
MG
181
Mather Group
Illinois
-$76.7K -993 Closed
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
-$13.1K -169 Closed
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
-$9.89K -128 Closed