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iShares Morningstar US Equity ETF

180 hedge funds and large institutions have $558M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 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 ownership

Funds ownership:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$367K
102
$360K
103
$356K
104
$349K
105
$341K
106
$340K
107
$340K
108
$330K
109
$329K
110
$326K
111
$326K
112
$323K
113
$317K
114
$306K
115
$301K
116
$287K
117
$286K
118
$281K
119
$272K
120
$271K
121
$265K
122
$264K
123
$260K
124
$259K
125
$246K