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iShares Morningstar US Equity ETF

172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
172
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
$619K
77
$604K
78
$604K
79
$591K
80
$566K
81
$565K
82
$564K
83
$561K
84
$510K
85
$502K
86
$492K
87
$442K
88
$434K
89
$424K
90
$422K
91
$421K
92
$416K
93
$403K
94
$402K
95
$400K
96
$378K
97
$376K
98
$370K
99
$357K
100
$356K