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iShares Morningstar Small-Cap Value ETF

60 hedge funds and large institutions have $92.4M invested in iShares Morningstar Small-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
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

Top Sellers

1 -$3.81M
2 -$3.55M
3 -$2.98M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
5
Jane Street
Jane Street
New York
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$714K
27
$550K
28
$461K
29
$436K
30
$356K
31
$334K
32
$316K
33
$304K
34
$302K
35
$273K
36
$261K
37
$219K
38
$201K
39
$142K
40
$136K
41
$112K
42
$106K
43
$102K
44
$99K
45
$93K
46
$84K
47
$74K
48
$63K
49
$39K
50
$34K