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iShares Morningstar US Equity ETF

129 hedge funds and large institutions have $272M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $277M → $272M (-$4.99M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

Holders
129
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

Top Buyers

1 +$1.43M
2 +$829K
3 +$828K
4
FTUS
Flow Traders U.S.
New York
+$769K
5
Citadel Advisors
Citadel Advisors
Florida
+$655K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$318K
77
$315K
78
$314K
79
$308K
80
$297K
81
$291K
82
$279K
83
$275K
84
$264K
85
$261K
86
$256K
87
$248K
88
$220K
89
$218K
90
$216K
91
$214K
92
$214K
93
$202K
94
$198K
95
$191K
96
$176K
97
$144K
98
$133K
99
$126K
100
$125K