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iShares Morningstar Mid-Cap Value ETF

66 hedge funds and large institutions have $130M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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 Buyers

1 +$2.03M
2 +$1.56M
3 +$1.12M
4
Axa
Axa
France
+$1.02M
5
CWM
Cornerstone Wealth Management
Missouri
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$436K
27
$409K
28
$371K
29
$370K
30
$356K
31
$342K
32
$340K
33
$325K
34
$300K
35
$286K
36
$241K
37
$231K
38
$224K
39
$221K
40
$218K
41
$217K
42
$175K
43
$86K
44
$71K
45
$61K
46
$58K
47
$56K
48
$55K
49
$53K
50
$50K