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iShares Morningstar US Equity ETF

139 hedge funds and large institutions have $250M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 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)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

Holders
139
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
$363K
77
$349K
78
$347K
79
$343K
80
$342K
81
$340K
82
$321K
83
$321K
84
$316K
85
$309K
86
$304K
87
$299K
88
$275K
89
$275K
90
$259K
91
$259K
92
$251K
93
$242K
94
$239K
95
$215K
96
$214K
97
$208K
98
$207K
99
$205K
100
$204K