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iShares Morningstar Value ETF

90 hedge funds and large institutions have $336M invested in iShares Morningstar Value ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.27% more ownership

Funds ownership: 105.45%110.72% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

76% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.43B

Holders
90
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
$585M
Puts
$2.43B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$67.4M
2
$42.6M
3
$36.3M
4
$18.5M
5
$17.1M
6
$16.4M
7
$16.4M
8
$13.3M
9
$11.3M
10
$11.3M
11
$10.4M
12
$8.24M
13
$5.69M
14
$4.37M
15
$4.01M
16
$3.81M
17
$3.56M
18
$3.28M
19
$2.98M
20
$2.56M
21
$2.23M
22
$2.14M
23
$2.12M
24
$2.01M
25
$1.82M