ILCB icon

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
126
$241K
127
$231K
128
$227K
129
$222K
130
$221K
131
$213K
132
$209K
133
$206K
134
$203K
135
$201K
136
$195K
137
$169K
138
$168K
139
$162K
140
$138K
141
$126K
142
$121K
143
$109K
144
$106K
145
$103K
146
$90K
147
$85.1K
148
$81.7K
149
$80.6K
150
$73.4K