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iShares Morningstar Value ETF

97 hedge funds and large institutions have $495M invested in iShares Morningstar Value ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 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:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

11.73% less ownership

Funds ownership: 71.47%59.75% (-12%)

19% less capital invested

Capital invested by funds: $609M → $495M (-$114M)

86% less call options, than puts

Call options by funds: $523M | Put options by funds: $3.73B

Holders
97
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
$523M
Puts
$3.73B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$119M
2
$57.5M
3
$51.3M
4
$35.9M
5
$26.4M
6
$21.6M
7
$19M
8
$18M
9
$15.8M
10
$12.6M
11
$11.8M
12
$11.3M
13
$11.1M
14
$6.02M
15
$5.83M
16
$5.08M
17
$4.71M
18
$4.62M
19
$4.56M
20
$4.28M
21
$4.13M
22
$3.7M
23
$3.13M
24
$2.33M
25
$2.33M