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iShares Morningstar Value ETF

44 hedge funds and large institutions have $79.9M invested in iShares Morningstar Value ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

32% less call options, than puts

Call options by funds: $44M | Put options by funds: $65M

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

Holders
44
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
$44M
Puts
$65M
Net Calls
Net Calls Change

Top Sellers

1 -$3.95M
2 -$2.35M
3 -$2.19M
4
Wells Fargo
Wells Fargo
California
-$1.4M
5
LPL Financial
LPL Financial
California
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$11.9M
2
$11.2M
3
$8.05M
4
$6.81M
5
$6.18M
6
$4.8M
7
$4.62M
8
$3.74M
9
$3.06M
10
$2.34M
11
$1.97M
12
$1.86M
13
$1.72M
14
$1.72M
15
$1.39M
16
$1.21M
17
$1.12M
18
$1.02M
19
$999K
20
$568K
21
$418K
22
$336K
23
$330K
24
$297K
25
$257K