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iShares Morningstar US Equity ETF

139 hedge funds and large institutions have $250M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

Holders
139
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
$2.02M
27
$1.8M
28
$1.8M
29
$1.73M
30
$1.7M
31
$1.63M
32
$1.46M
33
$1.43M
34
$1.39M
35
$1.18M
36
$1.17M
37
$1.16M
38
$1.16M
39
$1.02M
40
$1.02M
41
$957K
42
$934K
43
$933K
44
$812K
45
$812K
46
$761K
47
$761K
48
$759K
49
$749K
50
$739K