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iShares Morningstar Small-Cap Value ETF

86 hedge funds and large institutions have $131M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

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

Top Buyers

1 +$6.83M
2 +$3.04M
3 +$1.47M
4
BDS
Banco de Sabadell
Florida
+$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$802K

Top Sellers

1 -$4.67M
2 -$2.62M
3 -$1.4M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.07M
5
Ameriprise
Ameriprise
Minnesota
-$737K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$30M
2
$14.9M
3
$10.4M
4
$9.75M
5
$6.84M
6
$6.76M
7
$5.11M
8
$4.94M
9
$4.83M
10
$3.66M
11
$2.96M
12
$2.81M
13
$2.28M
14
$1.95M
15
$1.94M
16
$1.74M
17
$1.5M
18
$1.47M
19
$1.18M
20
$1.01M
21
$985K
22
$935K
23
$931K
24
$820K
25
$748K