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iShares Morningstar Value ETF

52 hedge funds and large institutions have $138M invested in iShares Morningstar Value ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

less 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:

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

81% less call options, than puts

Call options by funds: $328M | Put options by funds: $1.69B

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$328M
Puts
$1.69B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$42.4M
2
$13.6M
3
$11.3M
4
$10.7M
5
$9.35M
6
$9.12M
7
$6.95M
8
$6.17M
9
$4.29M
10
$4.27M
11
$2.73M
12
$2.32M
13
$1.86M
14
$1.52M
15
$1.5M
16
$1.08M
17
$1.04M
18
$771K
19
$712K
20
$552K
21
$491K
22
$486K
23
$463K
24
$402K
25
$385K