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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
51
$931K
52
$928K
53
$914K
54
$898K
55
$861K
56
$735K
57
$727K
58
$716K
59
$637K
60
$630K
61
$598K
62
$591K
63
$588K
64
$546K
65
$540K
66
$537K
67
$518K
68
$477K
69
$455K
70
$454K
71
$454K
72
$453K
73
$414K
74
$403K
75
$396K