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iShares Morningstar Mid-Cap ETF

154 hedge funds and large institutions have $365M invested in iShares Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 10 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:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
$389K
77
$385K
78
$370K
79
$370K
80
$352K
81
$342K
82
$339K
83
$331K
84
$309K
85
$303K
86
$293K
87
$285K
88
$275K
89
$275K
90
$273K
91
$267K
92
$256K
93
$252K
94
$247K
95
$244K
96
$232K
97
$229K
98
$218K
99
$214K
100
$202K