ILCB icon

iShares Morningstar US Equity ETF

123 hedge funds and large institutions have $235M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $275M → $235M (-$39.7M)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
123
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

Top Buyers

1 +$12.5M
2 +$2.09M
3 +$1.68M
4
Morgan Stanley
Morgan Stanley
New York
+$1.61M
5
TRCT
Tower Research Capital (TRC)
New York
+$570K

Top Sellers

1 -$1.63M
2 -$1.61M
3 -$1.57M
4
LPL Financial
LPL Financial
California
-$923K
5
EH
Equitable Holdings
New York
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$33.6M
2
$28.1M
3
$21.6M
4
$12.5M
5
$11M
6
$8.72M
7
$8.65M
8
$7.07M
9
$6.98M
10
$6.33M
11
$6.25M
12
$5.89M
13
$5.87M
14
$4.69M
15
$4.42M
16
$4.04M
17
$3.52M
18
$3.17M
19
$3.16M
20
$2.95M
21
$2.85M
22
$2.23M
23
$2.09M
24
$1.86M
25
$1.8M