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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 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

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

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

Top Buyers

1 +$1.98M
2 +$937K
3 +$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$310K
77
$296K
78
$296K
79
$279K
80
$277K
81
$274K
82
$254K
83
$254K
84
$239K
85
$233K
86
$231K
87
$224K
88
$174K
89
$145K
90
$119K
91
$117K
92
$117K
93
$113K
94
$100K
95
$72K
96
$68.9K
97
$66.6K
98
$62K
99
$58.5K
100
$56.2K