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iShares Morningstar Small-Cap Value ETF

46 hedge funds and large institutions have $83.8M invested in iShares Morningstar Small-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
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
1
$17.3M
2
$13.7M
3
$5.73M
4
$5.71M
5
$4.94M
6
$4.87M
7
$4.74M
8
$3.58M
9
$3.09M
10
$2.29M
11
$2.12M
12
$2.06M
13
$1.94M
14
$1.87M
15
$1.36M
16
$1.21M
17
$1.11M
18
$818K
19
$632K
20
$602K
21
$431K
22
$403K
23
$318K
24
$313K
25
$303K