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iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 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
179
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
126
$209K
127
$206K
128
$202K
129
$188K
130
$187K
131
$175K
132
$170K
133
$158K
134
$157K
135
$147K
136
$146K
137
$126K
138
$114K
139
$99.7K
140
$90.9K
141
$90.9K
142
$74K
143
$70.1K
144
$67.7K
145
$65.6K
146
$65.5K
147
$56.9K
148
$49.1K
149
$45K
150
$37.4K