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Friday, October 2, 2026The Morning Brief →Sign in

Who holds MSMORGAN STANLEY

60 funds on our shelf carry MORGAN STANLEY — heaviest hand: IAI at 16.56% of its book.

FundWeightFund assetsShares held
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFINDEX16.56%$1.4B1,050,922
KBWBInvesco KBW Bank ETFINDEX7.67%$6.3B2,529,301
PFFVGlobal X Variable Rate Preferred ETFINDEX4.46%$256M787,765
IYFiShares U.S. Financials ETFINDEX3.49%$4B686,185
PFIInvesco Dorsey Wright Financial Momentum ETFINDEX3.43%$59M10,112
IYGiShares U.S. Financial Services ETFINDEX3.35%$2.1B366,275
XLFFinancial Select Sector SPDR FundINDEX3.32%$51B8,161,197
PWVInvesco Large Cap Value ETFACTIVE3.14%$1.8B297,239
VFHVanguard Financials Index FundINDEX2.78%$10.3B1,919,714
SPFFGlobal X SuperIncome Preferred ETFINDEX2.18%$151M126,327
VUSVVanguard Wellington U.S. Value Active ETF2.03%—10,056
HECOState Street Galaxy Hedged Digital Asset Ecosystem ETF1.78%—7,364
DECOState Street Galaxy Digital Asset Ecosystem ETF1.73%—1,852
KCEState Street SPDR S&P Capital Markets ETFINDEX1.64%$523M32,976
IXGiShares Global Financials ETFINDEX1.48%$718M54,584
RSPFInvesco S&P 500 Equal Weight Financial ETFINDEX1.24%$380M24,166
GURUGlobal X Guru Index ETFINDEX1.18%$43M3,667
MGVVanguard Morningstar Mega Cap Value ETFINDEX1.17%$8.2B760,370
SUSAiShares MSCI USA ESG Select ETFINDEX1.16%$4.1B244,538
DGROiShares Core Dividend Growth ETFINDEX1.12%$41.9B2,454,612
PFMInvesco Dividend Achievers ETFINDEX1.11%$779M44,705
VIGVanguard Div Appreciation ETFINDEX1.09%$84.8B6,785,666
SPMOInvesco S&P 500 Momentum ETFINDEX1.08%$23.2B1,291,150
BIGYYieldMax Target 12 Big 50 Option Income ETF0.98%—1,717
VYMVanguard High Dividend Yield Index FundINDEX0.96%$58.1B4,546,236
MTUMiShares MSCI USA Momentum Factor ETFINDEX0.94%$20.4B995,330
VTVVanguard Value Index FundINDEX0.92%$125.5B11,305,323
EQWLInvesco S&P 100 Equal Weight ETFINDEX0.91%$2.8B130,869
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.90%$383M17,633
IWXiShares Russell Top 200 Value ETFINDEX0.81%$3.9B155,101
CPTLGlobal X Morningstar Capital Allocation Leaders ETF0.78%—4,684
ILCViShares Morningstar Value ETFINDEX0.67%$1.3B46,297
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.66%$334M11,346
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.66%$1.2B41,777
VONVVanguard Russell 1000 Value ETFINDEX0.64%$9.2B711,652
SPHBInvesco S&P 500 High Beta ETFINDEX0.63%$950M31,183
DSIiShares MSCI KLD 400 Social ETFINDEX0.63%$5.5B179,624
IWDiShares Russell 1000 Value ETFINDEX0.59%$82.4B2,493,497
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.58%$2B60,223
RWLInvesco S&P 500 Revenue ETFINDEX0.58%$9.8B298,262
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.57%$1B29,753
IOOiShares Global 100 ETFINDEX0.56%$9.3B264,362
XLGInvesco S&P 500 Top 50 ETFINDEX0.54%$11.8B330,053
TCHPT. Rowe Price Blue Chip Growth ETFACTIVE0.54%$721M53,834
EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF0.52%—61
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.49%$163M4,101
PDPInvesco Dorsey Wright Momentum ETFINDEX0.48%$1.5B36,640
OEFiShares S&P 100 ETFINDEX0.47%$20.7B497,700
MGCVanguard Mega Cap Index FundINDEX0.46%$6B237,146
ESGUiShares ESG Aware MSCI USA ETFINDEX0.45%$18.2B422,728
SPXVProShares S&P 500 Ex-Health Care ETFINDEX0.43%$22M821
VOOGVanguard S&P 500 Growth ETFINDEX0.43%$12.3B550,889
SPYGState Street SPDR Portfolio S&P 500 Growth ETFINDEX0.43%$56.2B1,085,135
TOPCiShares S&P 500 3% Capped ETF0.42%—725
XVViShares ESG Screened S&P 500 ETFINDEX0.42%$688M14,703
QVMLInvesco S&P 500 QVM Multi-factor ETFINDEX0.41%$1.7B35,635
VVVanguard Morningstar Large-Cap ETFINDEX0.39%$37.4B1,392,195
VOOVanguard 500 Index FundINDEX0.39%$500.4B31,845,536
CATHGlobal X S&P 500 Catholic Values ETFINDEX0.39%$908M27,997
PRFInvesco RAFI US 1000 ETFINDEX0.38%$9.9B198,298

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