iShares Morningstar Value ETF
ILCV
ILCV
168 hedge funds and large institutions have $778M invested in iShares Morningstar Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 9 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 funds holding in top 10
Funds holding in top 10: →
1.13% less ownership
Funds ownership: 71.43% → 70.3% (-1.1%)
22% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 59
54% less call options, than puts
Call options by funds: $2.47B | Put options by funds: $5.34B
Holders
168
Holding in Top 10
7
Calls
$2.47B
Puts
$5.34B
Top Buyers
| 1 | +$12M | |
| 2 | +$8.54M | |
| 3 | +$5.91M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.52M |
| 5 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
+$2.57M |
Top Sellers
| 1 | -$15.8M | |
| 2 | -$8.1M | |
| 3 | -$3.55M | |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$3.53M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.24M |
