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iShares Morningstar Mid-Cap Value ETF

91 hedge funds and large institutions have $234M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 4 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

104.36% less ownership

Funds ownership: 154.31%49.94% (-104%)

Holders
91
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
76
$20K
77
$18K
78
$18K
79
$18K
80
$16K
81
$16K
82
$10K
83
$10K
84
$8K
85
$5K
86
$4K
87
$4K
88
$3K
89
$2K
90
$2K
91
$2K
92
$1K
93
94
95
96