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iShares Morningstar Small-Cap Value ETF

35 hedge funds and large institutions have $73.1M invested in iShares Morningstar Small-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

40% less capital invested

Capital invested by funds: $121M → $73.1M (-$48M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
35
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
1
$14M
2
$8.73M
3
$7.03M
4
$6.15M
5
$5.37M
6
$4.82M
7
$4.62M
8
$4.2M
9
$3.76M
10
$2.36M
11
$2.13M
12
$1.94M
13
$1.72M
14
$1.57M
15
$831K
16
$710K
17
$609K
18
$573K
19
$276K
20
$263K
21
$252K
22
$193K
23
$188K
24
$171K
25
$141K