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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
76
$380K
77
$378K
78
$375K
79
$358K
80
$347K
81
$314K
82
$313K
83
$305K
84
$304K
85
$298K
86
$260K
87
$256K
88
$253K
89
$251K
90
$236K
91
$236K
92
$236K
93
$232K
94
$219K
95
$217K
96
$216K
97
$215K
98
$189K
99
$188K
100
$183K