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iShares Morningstar US Equity ETF

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 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:

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
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
$54M
2
$33M
3
$30.8M
4
$14.2M
5
$12.9M
6
$10.9M
7
$10.1M
8
$9.95M
9
$9.27M
10
$8.48M
11
$7.38M
12
$6.56M
13
$6.34M
14
$6M
15
$4.63M
16
$4.6M
17
$4.53M
18
$3.78M
19
$3.26M
20
$3.23M
21
$3.11M
22
$3.09M
23
$2.6M
24
$2.52M
25
$2.5M