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iShares Morningstar US Equity ETF

172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
172
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
$355K
102
$350K
103
$341K
104
$336K
105
$324K
106
$315K
107
$315K
108
$314K
109
$303K
110
$290K
111
$288K
112
$281K
113
$279K
114
$273K
115
$260K
116
$245K
117
$240K
118
$238K
119
$231K
120
$231K
121
$226K
122
$225K
123
$224K
124
$224K
125
$218K