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iShares Morningstar US Equity ETF

123 hedge funds and large institutions have $273M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23.67% less ownership

Funds ownership: 155.4%131.73% (-24%)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
123
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
$470K
52
$460K
53
$454K
54
$442K
55
$440K
56
$439K
57
$438K
58
$436K
59
$419K
60
$415K
61
$403K
62
$392K
63
$353K
64
$345K
65
$342K
66
$340K
67
$340K
68
$338K
69
$333K
70
$326K
71
$320K
72
$312K
73
$301K
74
$291K
75
$291K