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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

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

Top Buyers

1 +$1.98M
2 +$937K
3 +$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$566K
52
$560K
53
$513K
54
$505K
55
$500K
56
$496K
57
$473K
58
$473K
59
$463K
60
$450K
61
$448K
62
$445K
63
$443K
64
$429K
65
$410K
66
$407K
67
$395K
68
$395K
69
$367K
70
$361K
71
$352K
72
$338K
73
$322K
74
$321K
75
$315K