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iShares Morningstar US Equity ETF

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
138
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
$38.3M
2
$27.2M
3
$25.1M
4
$12M
5
$9.22M
6
$9.03M
7
$8.95M
8
$7.41M
9
$6.05M
10
$5.97M
11
$5.56M
12
$4.87M
13
$4.34M
14
$3.6M
15
$3.5M
16
$3.19M
17
$3.15M
18
$3.12M
19
$3.04M
20
$2.83M
21
$2.77M
22
$2.5M
23
$2.35M
24
$2.19M
25
$2.1M