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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 %
Morgan Stanley
1
Morgan Stanley
New York
$45.1M +$704K +8,207 +2%
Ameriprise
2
Ameriprise
Minnesota
$42.4M +$1.46M +16,996 +4%
EH
3
Equitable Holdings
New York
$32.9M +$9.26K +108 +0%
Osaic Holdings
4
Osaic Holdings
Arizona
$29.3M +$8.68M +106,984 +42%
ETC
5
Exchange Traded Concepts
Oklahoma
$23.4M +$23.4M +272,912 New
LPL Financial
6
LPL Financial
California
$15.8M -$424K -4,945 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$14.4M -$1.12M -12,899 -7%
AAS
8
Avantax Advisory Services
Texas
$13M -$387K -4,511 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.9M -$103K -1,197 -0.9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.1M -$655K -7,631 -6%
Bank of America
11
Bank of America
North Carolina
$9.4M +$128K +1,498 +1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$9.08M +$9.08M +105,849 New
UBS Group
13
UBS Group
Switzerland
$8.99M -$655K -7,641 -7%
Wells Fargo
14
Wells Fargo
California
$7.8M -$327K -3,815 -4%
Corient Private Wealth
15
Corient Private Wealth
Florida
$7.71M -$8.79M -102,468 -53%
GIA
16
Gladstone Institutional Advisory
Florida
$7.48M -$31.3K -365 -0.4%
ECA
17
Elevation Capital Advisory
Oregon
$7.05M -$506K -5,893 -7%
Goldman Sachs
18
Goldman Sachs
New York
$7M +$3.04M +35,497 +77%
MFG
19
Merit Financial Group
Georgia
$6.1M +$416K +4,844 +7%
BWM
20
Benchmark Wealth Management
Connecticut
$5.54M +$3.77K +44 +0.1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.88M +$114K +1,331 +3%
BAMG
22
Brand Asset Management Group
Missouri
$3.74M -$173K -2,016 -4%
CAG
23
Crestwood Advisors Group
Massachusetts
$3.68M -$12.6K -147 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.63M -$457K -5,325 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.48M -$420K -4,897 -11%