ILCB icon

iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $248M → $243M (-$5.67M)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

Holders
137
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
$335K
77
$329K
78
$319K
79
$309K
80
$309K
81
$297K
82
$279K
83
$268K
84
$265K
85
$265K
86
$250K
87
$243K
88
$242K
89
$234K
90
$232K
91
$221K
92
$214K
93
$212K
94
$208K
95
$202K
96
$201K
97
$193K
98
$182K
99
$182K
100
$123K