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iShares Morningstar US Equity ETF

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
138
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
$621K
52
$613K
53
$607K
54
$607K
55
$588K
56
$563K
57
$555K
58
$541K
59
$513K
60
$512K
61
$503K
62
$488K
63
$483K
64
$475K
65
$471K
66
$466K
67
$445K
68
$442K
69
$428K
70
$402K
71
$398K
72
$382K
73
$382K
74
$380K
75
$363K