iShares Morningstar Value ETFILCV
ILCV
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
88% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 32
20% more funds holding
Funds holding: 141 [Q4 2024] → 169 (+28) [Q1 2025]
0.79% more ownership
Funds ownership: 72.4% [Q4 2024] → 73.19% (+0.79%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 8 (+0) [Q1 2025]
1% less capital invested
Capital invested by funds: $730M [Q4 2024] → $721M (-$9.12M) [Q1 2025]
64% less call options, than puts
Call options by funds: $1.69B | Put options by funds: $4.64B
Research analyst outlook
We haven’t received any recent analyst ratings for ILCV.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
ILCV: Not Among The Top-Performers Among Value Funds
The iShares Morningstar Value ETF (ILCV) offers exposure to U.S. mid- and large-cap value stocks, focusing on defensive sectors like financial services, healthcare, and consumer staples. Despite its conservative stance and valuation discount, ILCV has underperformed the broader market and key peers like MGV and IVE over time. ILCV's low-beta strategy and balanced sector allocation provide stability, but its profitability metrics and earnings growth lag behind the Russell 1000 index.
Neutral
Seeking Alpha
6 months ago
ILCV: Value With Some Tech Exposure
The iShares Morningstar Value ETF offers a low expense ratio of 0.04% and a diversified portfolio of 444 large- and mid-cap U.S. stocks. The fund's sector allocation balances value sectors like Financials and Industrials with growth areas such as Information Technology and Health Care. ILCV's focus on U.S. stocks provides pure domestic market exposure, avoiding currency risks but missing international opportunities.
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