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iShares Morningstar Small-Cap Value ETF

86 hedge funds and large institutions have $132M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
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
$546K
27
$510K
28
$510K
29
$474K
30
$447K
31
$444K
32
$438K
33
$414K
34
$406K
35
$385K
36
$329K
37
$279K
38
$262K
39
$238K
40
$236K
41
$232K
42
$228K
43
$227K
44
$221K
45
$219K
46
$218K
47
$189K
48
$160K
49
$138K
50
$126K