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iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 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: $ → $

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
109
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
$1.07M
28
$931K
29
$906K
30
$790K
31
$776K
32
$749K
33
$662K
34
$649K
35
$634K
36
$631K
37
$629K
38
$606K
39
$479K
40
$475K
41
$467K
42
$450K
43
$449K
44
$392K
45
$391K
46
$384K
47
$378K
48
$375K
49
$358K
50
$336K