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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
51
$862K
52
$837K
53
$808K
54
$786K
55
$738K
56
$725K
57
$720K
58
$713K
59
$682K
60
$643K
61
$641K
62
$623K
63
$619K
64
$603K
65
$544K
66
$540K
67
$505K
68
$503K
69
$498K
70
$472K
71
$443K
72
$424K
73
$401K
74
$401K
75
$395K