ILCV icon

iShares Morningstar Value ETF

75 hedge funds and large institutions have $208M invested in iShares Morningstar Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 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 first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

32% less capital invested

Capital invested by funds: $306M → $208M (-$97.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

65% less call options, than puts

Call options by funds: $346M | Put options by funds: $999M

Holders
75
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
$346M
Puts
$999M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.02M
27
$1.01M
28
$1M
29
$976K
30
$974K
31
$866K
32
$820K
33
$716K
34
$664K
35
$604K
36
$596K
37
$572K
38
$559K
39
$484K
40
$474K
41
$463K
42
$457K
43
$372K
44
$354K
45
$345K
46
$342K
47
$318K
48
$313K
49
$300K
50
$265K