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iShares Morningstar Value ETF

124 hedge funds and large institutions have $668M invested in iShares Morningstar Value ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.28% less ownership

Funds ownership: 72.61%72.33% (-0.28%)

1% less capital invested

Capital invested by funds: $678M → $668M (-$9.35M)

54% less call options, than puts

Call options by funds: $1.94B | Put options by funds: $4.2B

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.94B
Puts
$4.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$4.6M
27
$4.51M
28
$4.42M
29
$4.39M
30
$4.18M
31
$3.62M
32
$3.39M
33
$2.9M
34
$2.84M
35
$2.67M
36
$2.56M
37
$2.35M
38
$2.34M
39
$2.21M
40
$2.07M
41
$1.92M
42
$1.49M
43
$1.43M
44
$1.31M
45
$1.23M
46
$1.11M
47
$1.11M
48
$1.01M
49
$959K
50
$946K