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iShares Morningstar US Equity ETF

172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
172
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
$1.15M
52
$1.11M
53
$1.08M
54
$1.06M
55
$1.05M
56
$1.04M
57
$1.03M
58
$1.01M
59
$965K
60
$931K
61
$877K
62
$866K
63
$852K
64
$849K
65
$820K
66
$802K
67
$721K
68
$719K
69
$714K
70
$679K
71
$671K
72
$651K
73
$638K
74
$630K
75
$627K