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iShares Morningstar US Equity ETF

123 hedge funds and large institutions have $273M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23.67% less ownership

Funds ownership: 155.4%131.73% (-24%)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
123
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
$283K
77
$282K
78
$269K
79
$267K
80
$246K
81
$245K
82
$241K
83
$238K
84
$236K
85
$227K
86
$220K
87
$217K
88
$203K
89
$200K
90
$197K
91
$177K
92
$173K
93
$172K
94
$172K
95
$157K
96
$133K
97
$131K
98
$123K
99
$116K
100
$109K