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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

Holders
125
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
$1.79M
27
$1.6M
28
$1.43M
29
$1.35M
30
$1.22M
31
$1.21M
32
$1.21M
33
$1.04M
34
$985K
35
$882K
36
$840K
37
$818K
38
$770K
39
$744K
40
$712K
41
$665K
42
$608K
43
$602K
44
$563K
45
$540K
46
$528K
47
$527K
48
$480K
49
$473K
50
$458K