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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
125
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 +$1.98M
2 +$937K
3 +$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
101
$54.6K
102
$49.8K
103
$47K
104
$45.1K
105
$45.1K
106
$36.8K
107
$35K
108
$33K
109
$29K
110
$28.7K
111
$19.7K
112
$19.5K
113
$17.8K
114
$14.9K
115
$12.4K
116
$10.4K
117
$10.2K
118
$10K
119
$8.46K
120
$8K
121
$7.67K
122
$5.19K
123
$2.71K
124
$2K
125
$1.35K