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iShares Morningstar Small-Cap Value ETF

86 hedge funds and large institutions have $132M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

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
Name Holding Trade Value Shares
Change
Change in
Stake
1
$28.6M
2
$22.4M
3
$13.5M
4
$7.79M
5
$6.56M
6
$6.4M
7
$4.48M
8
$4.18M
9
$3.86M
10
$3.48M
11
$3.4M
12
$2.69M
13
$2.3M
14
$2.18M
15
$1.6M
16
$1.54M
17
$1.22M
18
$1.2M
19
$975K
20
$935K
21
$882K
22
$641K
23
$604K
24
$603K
25
$547K