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iShares Morningstar Mid-Cap ETF

134 hedge funds and large institutions have $351M invested in iShares Morningstar Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $423M → $351M (-$72.3M)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
1
$60.9M
2
$51.1M
3
$22.8M
4
$19.8M
5
$16.4M
6
$12.5M
7
$11.8M
8
$9.87M
9
$9.66M
10
$9.37M
11
$8.46M
12
$7.81M
13
$6.2M
14
$5.55M
15
$5.37M
16
$5.23M
17
$4.87M
18
$4.64M
19
$4.46M
20
$4.14M
21
$2.82M
22
$2.66M
23
$2.62M
24
$2.57M
25
$2.5M