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iShares Morningstar Small-Cap Value ETF

112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 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:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
$2.07M
27
$2.05M
28
$1.49M
29
$1.24M
30
$1.21M
31
$1.2M
32
$1.1M
33
$1.09M
34
$1.04M
35
$1.01M
36
$855K
37
$855K
38
$836K
39
$710K
40
$696K
41
$660K
42
$653K
43
$601K
44
$599K
45
$571K
46
$513K
47
$485K
48
$433K
49
$431K
50
$405K