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iShares Morningstar Value ETF

63 hedge funds and large institutions have $152M invested in iShares Morningstar Value ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 20 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

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

68% less call options, than puts

Call options by funds: $281M | Put options by funds: $879M

Holders
63
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
$281M
Puts
$879M
Net Calls
Net Calls Change

Top Buyers

1 +$3.49M
2 +$1.92M
3 +$1.91M
4
GG
GenWealth Group
New Jersey
+$884K
5
Jane Street
Jane Street
New York
+$605K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$30M
2
$19.6M
3
$14.1M
4
$13.5M
5
$9.88M
6
$9.48M
7
$6.6M
8
$6.34M
9
$4.44M
10
$4.05M
11
$3.49M
12
$3.02M
13
$2.57M
14
$2.24M
15
$2.22M
16
$1.92M
17
$1.81M
18
$1.54M
19
$1.53M
20
$1.52M
21
$1.42M
22
$1.09M
23
$992K
24
$902K
25
$889K