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iShares Morningstar US Equity ETF

172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 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)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
172
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
$3.02M
31
$2.93M
32
$2.64M
33
$2.46M
34
$2.43M
35
$2.09M
36
$1.8M
37
$1.71M
38
$1.66M
39
$1.59M
40
$1.56M
41
$1.48M
42
$1.45M
43
$1.4M
44
$1.4M
45
$1.34M
46
$1.34M
47
$1.33M
48
$1.27M
49
$1.22M
50
$1.21M