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iShares Morningstar Value ETF

75 hedge funds and large institutions have $208M invested in iShares Morningstar Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

32% less capital invested

Capital invested by funds: $306M → $208M (-$97.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

65% less call options, than puts

Call options by funds: $346M | Put options by funds: $999M

Holders
75
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
$346M
Puts
$999M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$35.7M
2
$27.5M
3
$18.7M
4
$16.9M
5
$14M
6
$10.7M
7
$10.5M
8
$8.59M
9
$8.55M
10
$5.87M
11
$5.86M
12
$4.19M
13
$3.38M
14
$2.8M
15
$2.55M
16
$2.47M
17
$2.26M
18
$1.7M
19
$1.68M
20
$1.47M
21
$1.44M
22
$1.42M
23
$1.35M
24
$1.17M
25
$1.1M