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iShares Morningstar US Equity ETF

123 hedge funds and large institutions have $273M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23.67% less ownership

Funds ownership: 155.4%131.73% (-24%)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
123
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
$1.37M
27
$1.26M
28
$1.24M
29
$1.21M
30
$1.19M
31
$1.14M
32
$1.07M
33
$1M
34
$913K
35
$892K
36
$846K
37
$802K
38
$689K
39
$687K
40
$642K
41
$589K
42
$565K
43
$558K
44
$543K
45
$520K
46
$514K
47
$497K
48
$494K
49
$474K
50
$472K