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iShares Morningstar US Equity ETF

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
138
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
$349K
77
$347K
78
$343K
79
$342K
80
$340K
81
$321K
82
$321K
83
$316K
84
$309K
85
$304K
86
$299K
87
$275K
88
$275K
89
$259K
90
$259K
91
$251K
92
$242K
93
$239K
94
$215K
95
$214K
96
$208K
97
$207K
98
$205K
99
$204K
100
$201K