ILCB icon

iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $248M → $243M (-$5.67M)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

Holders
137
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
$1.64M
27
$1.64M
28
$1.6M
29
$1.43M
30
$1.41M
31
$1.14M
32
$1.13M
33
$1.12M
34
$1.12M
35
$1.08M
36
$998K
37
$969K
38
$923K
39
$904K
40
$904K
41
$893K
42
$783K
43
$782K
44
$775K
45
$754K
46
$722K
47
$706K
48
$682K
49
$674K
50
$592K