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iShares Morningstar Value ETF

68 hedge funds and large institutions have $268M invested in iShares Morningstar Value ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 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:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $279M → $268M (-$11.3M)

1.98% less ownership

Funds ownership: 107.68%105.7% (-2%)

63% less call options, than puts

Call options by funds: $161M | Put options by funds: $438M

Holders
68
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
$161M
Puts
$438M
Net Calls
Net Calls Change

Top Sellers

1 -$15.5M
2 -$6.35M
3 -$3.59M
4
IA
IFG Advisory
Georgia
-$1.58M
5
GG
GenWealth Group
New Jersey
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$42M
2
$38.7M
3
$35M
4
$21.9M
5
$18M
6
$16.9M
7
$11.9M
8
$10.9M
9
$8.2M
10
$8.04M
11
$7.48M
12
$5.04M
13
$4.23M
14
$3.32M
15
$3.08M
16
$2.78M
17
$2.12M
18
$1.93M
19
$1.86M
20
$1.8M
21
$1.38M
22
$1.3M
23
$1.28M
24
$1.25M
25
$1.2M