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iShares Morningstar US Equity ETF

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
168
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 +$7.63M
2 +$6.8M
3 +$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$320K
102
$314K
103
$307K
104
$302K
105
$302K
106
$288K
107
$287K
108
$273K
109
$265K
110
$259K
111
$253K
112
$251K
113
$250K
114
$250K
115
$246K
116
$241K
117
$241K
118
$224K
119
$220K
120
$220K
121
$216K
122
$214K
123
$211K
124
$208K
125
$201K