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iShares Morningstar Small-Cap Value ETF

46 hedge funds and large institutions have $83.8M invested in iShares Morningstar Small-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
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
26
$265K
27
$257K
28
$247K
29
$236K
30
$229K
31
$203K
32
$189K
33
$183K
34
$123K
35
$79K
36
$73K
37
$65K
38
$49K
39
$43K
40
$29K
41
$17K
42
$15K
43
$8K
44
$7K
45
$3K
46
$64
47
48