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iShares Morningstar Value ETF

54 hedge funds and large institutions have $152M invested in iShares Morningstar Value ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

37% less call options, than puts

Call options by funds: $510M | Put options by funds: $803M

Holders
54
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
$510M
Puts
$803M
Net Calls
Net Calls Change

Top Buyers

1 +$16M
2 +$3.15M
3 +$853K
4
Jane Street
Jane Street
New York
+$665K
5
LPL Financial
LPL Financial
California
+$447K

Top Sellers

1 -$1.86M
2 -$1.81M
3 -$506K
4
Morgan Stanley
Morgan Stanley
New York
-$470K
5
UBS Group
UBS Group
Switzerland
-$403K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$56.9M
2
$20.5M
3
$13.7M
4
$9.53M
5
$8.86M
6
$8.14M
7
$6.1M
8
$4.3M
9
$2.47M
10
$2.46M
11
$1.9M
12
$1.87M
13
$1.65M
14
$1.55M
15
$1.42M
16
$1.09M
17
$990K
18
$773K
19
$665K
20
$571K
21
$553K
22
$497K
23
$455K
24
$419K
25
$413K