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iShares Morningstar US Equity ETF

171 hedge funds and large institutions have $419M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
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
$3.36M
27
$3.35M
28
$3.14M
29
$3.05M
30
$2.93M
31
$2.64M
32
$2.46M
33
$2.43M
34
$2.09M
35
$1.8M
36
$1.71M
37
$1.66M
38
$1.59M
39
$1.56M
40
$1.48M
41
$1.45M
42
$1.4M
43
$1.4M
44
$1.34M
45
$1.34M
46
$1.33M
47
$1.27M
48
$1.22M
49
$1.21M
50
$1.15M