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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
101
$122K
102
$103K
103
$84.6K
104
$81.7K
105
$61.8K
106
$60.9K
107
$51K
108
$41K
109
$39.4K
110
$38.2K
111
$37.6K
112
$36.5K
113
$36K
114
$30.5K
115
$23.5K
116
$18.3K
117
$14.5K
118
$13.1K
119
$9.85K
120
$6.11K
121
$5.44K
122
$2.44K
123
$2K
124
$1K
125