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iShares Morningstar US Equity ETF

123 hedge funds and large institutions have $273M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23.67% less ownership

Funds ownership: 155.4%131.73% (-24%)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
123
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
101
$90K
102
$76K
103
$69K
104
$64K
105
$59K
106
$59K
107
$51.4K
108
$34K
109
$28K
110
$27.8K
111
$26.9K
112
$22K
113
$17K
114
$17K
115
$17K
116
$16K
117
$10.1K
118
$10K
119
$10K
120
$8K
121
$7.4K
122
$3K
123
$2K
124
125