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iShares Morningstar Value ETF

121 hedge funds and large institutions have $678M invested in iShares Morningstar Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 2 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.21% less ownership

Funds ownership: 74.81%72.61% (-2.2%)

28% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 43

37% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $4.84B

Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.04B
Puts
$4.84B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$90.8M
2
$66.2M
3
$63M
4
$62.6M
5
$49.3M
6
$38.3M
7
$26.2M
8
$25.5M
9
$20.9M
10
$19.5M
11
$17.3M
12
$13.7M
13
$11.6M
14
$10.1M
15
$10.1M
16
$8.56M
17
$7.84M
18
$7.68M
19
$7.42M
20
$6.76M
21
$6.68M
22
$6.33M
23
$6.22M
24
$5.77M
25
$4.74M