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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
126
$213K
127
$207K
128
$203K
129
$202K
130
$196K
131
$177K
132
$172K
133
$168K
134
$161K
135
$160K
136
$147K
137
$146K
138
$133K
139
$127K
140
$122K
141
$115K
142
$109K
143
$99.3K
144
$95K
145
$76.5K
146
$68.6K
147
$68.2K
148
$52.2K
149
$52K
150
$44.6K