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iShares Morningstar US Equity ETF

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
125
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

Top Buyers

1 +$1.98M
2 +$937K
3 +$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$36.1M
2
$25.3M
3
$23M
4
$10.8M
5
$8.45M
6
$8.44M
7
$7.08M
8
$6.98M
9
$6.43M
10
$6.3M
11
$5.5M
12
$5.26M
13
$4.63M
14
$3.98M
15
$3.34M
16
$3.06M
17
$3.02M
18
$2.87M
19
$2.24M
20
$2.19M
21
$1.98M
22
$1.78M
23
$1.7M
24
$1.68M
25
$1.65M