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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
1
$81.7M
2
$64M
3
$36.7M
4
$29.9M
5
$27.2M
6
$14.4M
7
$11.6M
8
$10.9M
9
$10.9M
10
$10.6M
11
$10.5M
12
$9.14M
13
$8.37M
14
$7.66M
15
$7.01M
16
$6.88M
17
$6.51M
18
$6.18M
19
$5.91M
20
$5.7M
21
$5.26M
22
$5.18M
23
$4.81M
24
$4.45M
25
$4.44M