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iShares Morningstar US Equity ETF

171 hedge funds and large institutions have $419M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 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)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
171
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
$350K
102
$341K
103
$336K
104
$324K
105
$315K
106
$315K
107
$314K
108
$303K
109
$290K
110
$288K
111
$281K
112
$279K
113
$273K
114
$260K
115
$245K
116
$240K
117
$238K
118
$231K
119
$231K
120
$226K
121
$225K
122
$224K
123
$224K
124
$218K
125
$214K