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iShares Morningstar Small-Cap Value ETF

70 hedge funds and large institutions have $76.2M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

83% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
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
$16.9M
2
$9.05M
3
$6.71M
4
$6.45M
5
$4.45M
6
$2.97M
7
$2.92M
8
$2.44M
9
$2.44M
10
$2.26M
11
$2.23M
12
$1.84M
13
$1.56M
14
$1.32M
15
$1.28M
16
$1M
17
$623K
18
$616K
19
$613K
20
$609K
21
$609K
22
$595K
23
$571K
24
$539K
25
$534K