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iShares Morningstar Value ETF

66 hedge funds and large institutions have $279M invested in iShares Morningstar Value ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

79% less call options, than puts

Call options by funds: $163M | Put options by funds: $770M

Holders
66
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
$163M
Puts
$770M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$53M
2
$47.3M
3
$34.1M
4
$21.2M
5
$16.9M
6
$14.6M
7
$14.1M
8
$11.6M
9
$8.26M
10
$7.74M
11
$6.82M
12
$3.42M
13
$3.17M
14
$3.01M
15
$2.6M
16
$2.19M
17
$1.87M
18
$1.81M
19
$1.75M
20
$1.58M
21
$1.43M
22
$1.38M
23
$1.36M
24
$1.1M
25
$1.09M