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iShares Morningstar US Equity ETF

100 hedge funds and large institutions have $222M invested in iShares Morningstar US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

13.72% less ownership

Funds ownership: 118.46%104.74% (-14%)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

Holders
100
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
1
$39.3M
2
$17.6M
3
$16.3M
4
$16M
5
$12M
6
$11.5M
7
$10.4M
8
$8.88M
9
$7.21M
10
$6.67M
11
$6.47M
12
$5.02M
13
$4.96M
14
$4.13M
15
$4.11M
16
$3.8M
17
$3.71M
18
$2.96M
19
$2.94M
20
$2.9M
21
$2.65M
22
$2.18M
23
$2.07M
24
$1.64M
25
$1.64M