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iShares Morningstar US Equity ETF

139 hedge funds and large institutions have $250M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 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)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

Holders
139
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
$730K
52
$621K
53
$613K
54
$607K
55
$607K
56
$588K
57
$563K
58
$555K
59
$541K
60
$513K
61
$512K
62
$503K
63
$488K
64
$483K
65
$475K
66
$471K
67
$466K
68
$445K
69
$442K
70
$428K
71
$402K
72
$398K
73
$382K
74
$382K
75
$380K