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iShares Morningstar Value ETF

46 hedge funds and large institutions have $97.7M invested in iShares Morningstar Value ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

56.37% less ownership

Funds ownership: 124.89%68.52% (-56%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147M
Puts
$156M
Net Calls
Net Calls Change

Top Buyers

1 +$1.98M
2 +$1.6M
3 +$1.4M
4
Axa
Axa
France
+$873K
5
Morgan Stanley
Morgan Stanley
New York
+$429K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$14.5M
2
$12M
3
$10.3M
4
$7.6M
5
$6.03M
6
$5.3M
7
$5.12M
8
$5.07M
9
$3.95M
10
$3.12M
11
$2.89M
12
$2.35M
13
$2.34M
14
$2.15M
15
$2.06M
16
$1.91M
17
$1.85M
18
$1.2M
19
$1.18M
20
$1.13M
21
$839K
22
$618K
23
$524K
24
$432K
25
$366K