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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
1
$20.3M
2
$15.3M
3
$13.1M
4
$12M
5
$8.52M
6
$7.23M
7
$5.83M
8
$5.29M
9
$4.24M
10
$3.87M
11
$3.83M
12
$2.7M
13
$2.35M
14
$2.19M
15
$1.52M
16
$1.25M
17
$1.23M
18
$1.09M
19
$1.07M
20
$1.03M
21
$952K
22
$848K
23
$806K
24
$777K
25
$673K