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iShares Morningstar US Equity ETF

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
168
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 +$7.63M
2 +$6.8M
3 +$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$543K
77
$532K
78
$514K
79
$509K
80
$507K
81
$505K
82
$460K
83
$443K
84
$438K
85
$398K
86
$398K
87
$391K
88
$386K
89
$379K
90
$378K
91
$375K
92
$374K
93
$363K
94
$360K
95
$360K
96
$352K
97
$345K
98
$342K
99
$333K
100
$321K