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iShares Morningstar Small-Cap Value ETF

86 hedge funds and large institutions have $131M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

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

Top Buyers

1 +$6.83M
2 +$3.04M
3 +$1.47M
4
BDS
Banco de Sabadell
Florida
+$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$802K

Top Sellers

1 -$4.67M
2 -$2.62M
3 -$1.4M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.07M
5
Ameriprise
Ameriprise
Minnesota
-$737K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$725K
27
$611K
28
$604K
29
$570K
30
$559K
31
$464K
32
$461K
33
$459K
34
$456K
35
$409K
36
$392K
37
$388K
38
$331K
39
$328K
40
$324K
41
$299K
42
$288K
43
$236K
44
$233K
45
$228K
46
$208K
47
$176K
48
$176K
49
$147K
50
$135K