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iShares Morningstar Mid-Cap ETF

148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.41M
27
$2.35M
28
$2.33M
29
$2.27M
30
$2.22M
31
$2.17M
32
$2.15M
33
$1.94M
34
$1.92M
35
$1.81M
36
$1.68M
37
$1.48M
38
$1.44M
39
$1.4M
40
$1.36M
41
$1.29M
42
$1.29M
43
$1.24M
44
$1.19M
45
$1.11M
46
$1.09M
47
$1.08M
48
$964K
49
$899K
50
$864K