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iShares Morningstar US Equity ETF

110 hedge funds and large institutions have $194M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

Holders
110
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
$1.27M
27
$1.22M
28
$1.07M
29
$931K
30
$906K
31
$790K
32
$776K
33
$749K
34
$662K
35
$649K
36
$634K
37
$631K
38
$629K
39
$606K
40
$479K
41
$475K
42
$467K
43
$450K
44
$449K
45
$392K
46
$391K
47
$384K
48
$378K
49
$375K
50
$358K