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iShares Morningstar US Equity ETF

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $235M → $208M (-$27.8M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
119
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
1
$31.9M
2
$26.3M
3
$20.7M
4
$9.91M
5
$8.21M
6
$7.88M
7
$6.76M
8
$6.73M
9
$6.01M
10
$5.9M
11
$5.7M
12
$5.51M
13
$4.12M
14
$3.44M
15
$3.04M
16
$3M
17
$2.86M
18
$2.72M
19
$2.67M
20
$2.11M
21
$2M
22
$1.86M
23
$1.75M
24
$1.7M
25
$1.69M