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iShares Morningstar US Equity ETF

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
109
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
76
$108K
77
$94K
78
$86.9K
79
$86K
80
$82K
81
$76K
82
$72K
83
$60K
84
$59K
85
$59K
86
$50K
87
$49K
88
$45K
89
$41K
90
$41K
91
$38K
92
$30K
93
$28K
94
$25K
95
$24K
96
$22K
97
$19K
98
$18K
99
$12K
100
$10K