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iShares Morningstar Small-Cap Value ETF

111 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $210M → $190M (-$20.3M)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
$26.9M
2
$15.6M
3
$14.2M
4
$11.7M
5
$11.7M
6
$8.1M
7
$7.29M
8
$7.01M
9
$5.76M
10
$5.42M
11
$5.09M
12
$5.06M
13
$3.79M
14
$3.06M
15
$3.05M
16
$2.82M
17
$2.66M
18
$2.48M
19
$2.45M
20
$2.42M
21
$2.24M
22
$2.16M
23
$2.03M
24
$2.01M
25
$1.68M