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iShares Morningstar US Equity ETF

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 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:

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
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
$411K
77
$394K
78
$385K
79
$378K
80
$377K
81
$375K
82
$370K
83
$346K
84
$343K
85
$324K
86
$305K
87
$302K
88
$301K
89
$301K
90
$299K
91
$296K
92
$296K
93
$292K
94
$283K
95
$277K
96
$271K
97
$263K
98
$259K
99
$250K
100
$246K