We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

126 hedge funds and large institutions have $225M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
126
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 +$1.93M
2 +$913K
3 +$849K
4
Osaic Holdings
Osaic Holdings
Arizona
+$833K
5
DI
DFPG Investments
Utah
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$315K
77
$310K
78
$296K
79
$296K
80
$279K
81
$277K
82
$274K
83
$254K
84
$254K
85
$239K
86
$233K
87
$231K
88
$224K
89
$174K
90
$145K
91
$119K
92
$117K
93
$117K
94
$113K
95
$100K
96
$72K
97
$68.9K
98
$66.6K
99
$62K
100
$58.5K