ILCV icon

iShares Morningstar Value ETF

97 hedge funds and large institutions have $495M invested in iShares Morningstar Value ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 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:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

11.73% less ownership

Funds ownership: 71.47%59.75% (-12%)

19% less capital invested

Capital invested by funds: $609M → $495M (-$114M)

86% less call options, than puts

Call options by funds: $523M | Put options by funds: $3.73B

Holders
97
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
$523M
Puts
$3.73B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.1M
27
$2.07M
28
$1.8M
29
$1.62M
30
$1.47M
31
$1.32M
32
$1.21M
33
$1.03M
34
$1.02M
35
$981K
36
$941K
37
$926K
38
$894K
39
$849K
40
$756K
41
$667K
42
$667K
43
$612K
44
$606K
45
$590K
46
$525K
47
$518K
48
$483K
49
$466K
50
$446K