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iShares Morningstar Small-Cap Value ETF

61 hedge funds and large institutions have $98.1M invested in iShares Morningstar Small-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
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
$18.6M
2
$11.4M
3
$8.35M
4
$7.42M
5
$5.86M
6
$5.55M
7
$3.59M
8
$3.53M
9
$3.39M
10
$3.2M
11
$2.58M
12
$2.46M
13
$2.05M
14
$1.88M
15
$1.66M
16
$1.5M
17
$1.46M
18
$1.41M
19
$1.34M
20
$1.26M
21
$1.25M
22
$1.14M
23
$760K
24
$750K
25
$571K