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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
51
$390K
52
$380K
53
$379K
54
$374K
55
$360K
56
$355K
57
$352K
58
$349K
59
$310K
60
$301K
61
$293K
62
$283K
63
$278K
64
$272K
65
$261K
66
$261K
67
$253K
68
$235K
69
$235K
70
$232K
71
$232K
72
$217K
73
$217K
74
$208K
75
$205K