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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
51
$20K
52
$19K
53
$10K
54
$9K
55
$9K
56
$7K
57
$6K
58
$6K
59
$3K
60
61
62
63
64
65
66