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iShares Morningstar Value ETF

106 hedge funds and large institutions have $479M invested in iShares Morningstar Value ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 33 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 in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 106106 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

50% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $5.49B

Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$5.49B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$69.6M
2
$50.8M
3
$46.5M
4
$31.6M
5
$28.9M
6
$24.9M
7
$20M
8
$18.6M
9
$16.4M
10
$15.1M
11
$13.5M
12
$12.9M
13
$11.5M
14
$10.6M
15
$9.3M
16
$9.07M
17
$6.91M
18
$5.55M
19
$5.36M
20
$5.32M
21
$5.14M
22
$4.76M
23
$4.4M
24
$3.78M
25
$2.94M