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iShares Morningstar US Equity ETF

180 hedge funds and large institutions have $558M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 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 ownership

Funds ownership:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$1.07M
52
$1.04M
53
$1.01M
54
$995K
55
$988K
56
$969K
57
$969K
58
$939K
59
$938K
60
$897K
61
$869K
62
$829K
63
$815K
64
$800K
65
$799K
66
$796K
67
$723K
68
$695K
69
$686K
70
$686K
71
$680K
72
$675K
73
$659K
74
$648K
75
$643K