We are live on ! Find out more
ILCB icon

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

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

1% more funds holding

Funds holding: 180181 (+1)

0.53% more ownership

Funds ownership: 42.18%42.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.75M)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
54
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$49.3M +$2.69M +28,608 +6%
Ameriprise
2
Ameriprise
Minnesota
$45.5M -$755K -8,032 -2%
Morgan Stanley
3
Morgan Stanley
New York
$44.1M -$5.37M -57,104 -10%
EH
4
Equitable Holdings
New York
$36M -$200K -2,130 -0.6%
LPL Financial
5
LPL Financial
California
$22.4M +$262K +2,792 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$19.6M +$968K +10,298 +5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15.3M +$300K +3,196 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$15.2M +$187K +1,990 +1%
WA
9
Win Advisors
Florida
$14.9M +$15.5M +165,387 New
Osaic Holdings
10
Osaic Holdings
Arizona
$13.6M +$7.39M +78,629 +107%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.8M -$780K -8,304 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.6M +$6.86M +73,004 +163%
Bank of America
13
Bank of America
North Carolina
$10.3M +$1.24M +13,157 +13%
WFL
14
Wealth Forward LLC
North Dakota
$8.97M +$150K +1,593 +2%
UBS Group
15
UBS Group
Switzerland
$8.8M -$203K -2,165 -2%
Corient Private Wealth
16
Corient Private Wealth
Florida
$8.62M -$8.47M -90,132 -48%
CFWMA
17
Center for Wealth Management Advisory
Ohio
$8.4M +$91.4K +973 +1%
GIA
18
Gladstone Institutional Advisory
Florida
$7.48M -$154K -1,640 -2%
Wells Fargo
19
Wells Fargo
California
$7.46M -$125K -1,331 -2%
MFG
20
Merit Financial Group
Georgia
$6.57M -$32.2K -343 -0.5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$5.69M -$31.9K -340 -0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.52M +$1.93M +20,571 +69%
CFS
23
Commonwealth Financial Services
West Virginia
$3.98M +$105K +1,113 +3%
CAG
24
Crestwood Advisors Group
Massachusetts
$3.8M -$36.9K -393 -0.9%
BAMG
25
Brand Asset Management Group
Missouri
$3.52M -$74.4K -792 -2%