iShares Morningstar US Equity ETF
ILCB
ILCB
152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 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 funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
6% less capital invested
Capital invested by funds: $315M → $296M (-$19M)
29% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 56
Holders
152
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.19M | |
| 2 | +$1.15M | |
| 3 | +$953K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$747K |
| 5 |
BA
Brightwater Advisory
Tampa,
Florida
|
+$564K |
Top Sellers
| 1 | -$27.8M | |
| 2 | -$9.95M | |
| 3 | -$3.33M | |
| 4 |
EH
Equitable Holdings
New York
|
-$3.26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.56M |