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iShares Morningstar US Equity ETF

171 hedge funds and large institutions have $419M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 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)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
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
$1.11M
52
$1.08M
53
$1.06M
54
$1.05M
55
$1.04M
56
$1.03M
57
$1.01M
58
$965K
59
$931K
60
$877K
61
$866K
62
$852K
63
$849K
64
$820K
65
$802K
66
$721K
67
$719K
68
$714K
69
$679K
70
$671K
71
$651K
72
$638K
73
$630K
74
$627K
75
$619K