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iShares Morningstar Mid-Cap Value ETF

67 hedge funds and large institutions have $125M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$1.9M
2 -$1.88M
3 -$1.15M
4
LPL Financial
LPL Financial
California
-$422K
5
Axa
Axa
France
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$569K
27
$490K
28
$452K
29
$370K
30
$362K
31
$357K
32
$355K
33
$348K
34
$302K
35
$301K
36
$299K
37
$280K
38
$261K
39
$244K
40
$244K
41
$227K
42
$220K
43
$213K
44
$212K
45
$172K
46
$84K
47
$78K
48
$60K
49
$55K
50
$54K