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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
51
$265K
52
$215K
53
$209K
54
$148K
55
$112K
56
$98K
57
$89K
58
$74.7K
59
$59K
60
$57K
61
$43K
62
$29K
63
$26K
64
$24K
65
$14K
66
$12.1K
67
$11K
68
$9K
69
$9K
70
$9K
71
$9K
72
$8K
73
$8K
74
$6K
75
$6K