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iShares Morningstar Mid-Cap Value ETF

71 hedge funds and large institutions have $131M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
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
Name Holding Trade Value Shares
Change
Change in
Stake
1
$33M
2
$14.4M
3
$12.5M
4
$12.1M
5
$9.07M
6
$7.79M
7
$5.22M
8
$3.52M
9
$2.99M
10
$2.92M
11
$2.7M
12
$2.33M
13
$1.93M
14
$1.77M
15
$1.47M
16
$1.43M
17
$1.34M
18
$1.17M
19
$1.07M
20
$877K
21
$831K
22
$830K
23
$750K
24
$734K
25
$722K