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iShares Morningstar Mid-Cap ETF

180 hedge funds and large institutions have $489M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$457K
77
$454K
78
$452K
79
$435K
80
$422K
81
$414K
82
$392K
83
$388K
84
$379K
85
$375K
86
$361K
87
$359K
88
$356K
89
$345K
90
$340K
91
$339K
92
$337K
93
$337K
94
$337K
95
$335K
96
$329K
97
$327K
98
$317K
99
$314K
100
$307K