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iShares Morningstar US Equity ETF

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 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:

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
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
$687K
52
$679K
53
$672K
54
$661K
55
$659K
56
$630K
57
$592K
58
$583K
59
$566K
60
$558K
61
$554K
62
$541K
63
$521K
64
$507K
65
$506K
66
$504K
67
$499K
68
$483K
69
$475K
70
$460K
71
$458K
72
$433K
73
$429K
74
$428K
75
$411K