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iShares Morningstar Value ETF

59 hedge funds and large institutions have $170M invested in iShares Morningstar Value ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.29% more ownership

Funds ownership: 80.85%83.13% (+2.3%)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

65% less call options, than puts

Call options by funds: $235M | Put options by funds: $663M

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$235M
Puts
$663M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$32.2M
2
$20.6M
3
$18.4M
4
$14.4M
5
$14.2M
6
$10M
7
$9.9M
8
$7.19M
9
$6.5M
10
$4.67M
11
$4.21M
12
$3.08M
13
$2.71M
14
$2.42M
15
$1.84M
16
$1.79M
17
$1.71M
18
$1.64M
19
$1.62M
20
$1.42M
21
$1.14M
22
$829K
23
$742K
24
$652K
25
$640K