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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 38 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

Holders
125
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
$456K
52
$454K
53
$449K
54
$438K
55
$427K
56
$425K
57
$422K
58
$401K
59
$390K
60
$379K
61
$375K
62
$366K
63
$347K
64
$335K
65
$334K
66
$330K
67
$325K
68
$322K
69
$315K
70
$308K
71
$303K
72
$291K
73
$282K
74
$268K
75
$265K