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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

Holders
125
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
$262K
77
$261K
78
$260K
79
$252K
80
$251K
81
$250K
82
$248K
83
$244K
84
$230K
85
$228K
86
$219K
87
$211K
88
$210K
89
$207K
90
$205K
91
$189K
92
$183K
93
$172K
94
$167K
95
$166K
96
$152K
97
$149K
98
$129K
99
$112K
100
$111K