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iShares Morningstar US Equity ETF

137 hedge funds and large institutions have $243M invested in iShares Morningstar US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $248M → $243M (-$5.67M)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

Holders
137
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
$33.1M
2
$25.9M
3
$23.7M
4
$12.9M
5
$11.8M
6
$8.96M
7
$8.62M
8
$8.49M
9
$7.22M
10
$5.83M
11
$5.69M
12
$5.23M
13
$4.66M
14
$4.61M
15
$4.23M
16
$4.16M
17
$3.42M
18
$3.4M
19
$3M
20
$2.74M
21
$2.35M
22
$2.24M
23
$2.08M
24
$2.05M
25
$1.82M