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iShares Morningstar Mid-Cap Value ETF

100 hedge funds and large institutions have $215M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $231M → $215M (-$16.1M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
100
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
1
$40M
2
$28.6M
3
$19.7M
4
$11.8M
5
$11.8M
6
$6.78M
7
$5.36M
8
$5.32M
9
$5.17M
10
$4.79M
11
$4.61M
12
$4.03M
13
$3.96M
14
$3.77M
15
$3.4M
16
$3.31M
17
$2.99M
18
$2.98M
19
$2.77M
20
$2.6M
21
$2.16M
22
$2.07M
23
$1.9M
24
$1.88M
25
$1.82M