ISCV icon

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
51
$123K
52
$110K
53
$107K
54
$103K
55
$100K
56
$95K
57
$73K
58
$73K
59
$64K
60
$61K
61
$59K
62
$52K
63
$48K
64
$44.7K
65
$42K
66
$34K
67
$32K
68
$32K
69
$31K
70
$25K
71
$25K
72
$24K
73
$22K
74
$21K
75
$15K