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iShares Morningstar Small-Cap Value ETF

112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 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:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Holders
112
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
$25.3M
2
$16.7M
3
$11.9M
4
$11.8M
5
$9.88M
6
$8.96M
7
$8.02M
8
$6.39M
9
$5.52M
10
$5.45M
11
$5.36M
12
$5.07M
13
$4.03M
14
$3.14M
15
$3.02M
16
$2.92M
17
$2.76M
18
$2.61M
19
$2.56M
20
$2.55M
21
$2.54M
22
$2.4M
23
$2.19M
24
$2.12M
25
$2.07M