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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
51
$126K
52
$105K
53
$90K
54
$84.5K
55
$72K
56
$70K
57
$70K
58
$63K
59
$62K
60
$56K
61
$54K
62
$47K
63
$39K
64
$39K
65
$39K
66
$36K
67
$28K
68
$28K
69
$22K
70
$17K
71
$14K
72
$13K
73
$13K
74
$13K
75
$13K