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iShares Morningstar US Equity ETF

126 hedge funds and large institutions have $225M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
126
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

Top Buyers

1 +$1.93M
2 +$913K
3 +$849K
4
Osaic Holdings
Osaic Holdings
Arizona
+$833K
5
DI
DFPG Investments
Utah
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.65M
27
$1.64M
28
$1.57M
29
$1.31M
30
$1.28M
31
$1.26M
32
$1.24M
33
$1.09M
34
$1.08M
35
$1.08M
36
$1.07M
37
$942K
38
$882K
39
$880K
40
$855K
41
$780K
42
$756K
43
$739K
44
$728K
45
$707K
46
$692K
47
$675K
48
$668K
49
$631K
50
$629K