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iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
109
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
51
$325K
52
$325K
53
$304K
54
$291K
55
$275K
56
$268K
57
$261K
58
$258K
59
$258K
60
$257K
61
$251K
62
$230K
63
$226K
64
$225K
65
$221K
66
$213K
67
$207K
68
$194K
69
$185K
70
$178K
71
$172K
72
$162K
73
$133K
74
$114K
75
$112K