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iShares Morningstar Small-Cap Value ETF

70 hedge funds and large institutions have $76.2M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

83% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
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
$525K
27
$436K
28
$404K
29
$387K
30
$345K
31
$342K
32
$324K
33
$288K
34
$275K
35
$265K
36
$265K
37
$241K
38
$128K
39
$125K
40
$107K
41
$89K
42
$75K
43
$61K
44
$51K
45
$48.1K
46
$48K
47
$34K
48
$28K
49
$28K
50
$26K