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iShares Morningstar US Equity ETF

57 hedge funds and large institutions have $123M invested in iShares Morningstar US Equity ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
26
$605K
27
$572K
28
$571K
29
$529K
30
$417K
31
$389K
32
$383K
33
$317K
34
$286K
35
$279K
36
$271K
37
$261K
38
$233K
39
$217K
40
$203K
41
$109K
42
$108K
43
$84K
44
$81K
45
$64K
46
$62K
47
$60K
48
$58K
49
$22.9K
50
$16K