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iShares Morningstar US Equity ETF

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
138
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
$189K
102
$188K
103
$157K
104
$127K
105
$127K
106
$122K
107
$109K
108
$103K
109
$87.9K
110
$77K
111
$74.6K
112
$72.6K
113
$67K
114
$66K
115
$59.1K
116
$55.8K
117
$54.1K
118
$51K
119
$46.5K
120
$41.8K
121
$38.2K
122
$36.8K
123
$36K
124
$31K
125
$27K