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iShares Morningstar US Equity ETF

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
168
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 +$7.63M
2 +$6.8M
3 +$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.33M
27
$3.22M
28
$2.18M
29
$2.13M
30
$2.12M
31
$2.1M
32
$1.8M
33
$1.54M
34
$1.54M
35
$1.49M
36
$1.4M
37
$1.33M
38
$1.32M
39
$1.29M
40
$1.21M
41
$1.2M
42
$1.19M
43
$1.16M
44
$1.15M
45
$1.13M
46
$1.11M
47
$1.11M
48
$1.09M
49
$1.09M
50
$1.05M