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iShares Morningstar US Equity ETF

171 hedge funds and large institutions have $419M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 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)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
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
$604K
77
$604K
78
$591K
79
$566K
80
$565K
81
$564K
82
$561K
83
$510K
84
$502K
85
$492K
86
$442K
87
$434K
88
$424K
89
$422K
90
$421K
91
$416K
92
$403K
93
$402K
94
$400K
95
$378K
96
$376K
97
$370K
98
$357K
99
$356K
100
$355K