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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

105 hedge funds and large institutions have $475M invested in iShares Morningstar Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
39
Reduced
22
Closed
6
Calls
$1.52B
Puts
$3.48B
Net Calls
-$1.96B
Net Calls Change
+$1.95B

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.84M
3
Mariner
3
Mariner
Kansas
$2.06M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.7M
5
CA
5
Cetera Advisors
Colorado
$1.44M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$8.03M
2
EH
2
Equitable Holdings
New York
$74.1M
3
UBS Group
3
UBS Group
Switzerland
$31.7M
4
LPL Financial
4
LPL Financial
California
$24M
5
SFI
5
SPC Financial Inc
Maryland
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
26
Mather Group
Illinois
$2.44M +$498K +7,872 +26%
NFG
27
Nations Financial Group
Iowa
$2.34M +$185K +2,919 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.32M +$268K +4,243 +13%
Mariner
29
Mariner
Kansas
$2.06M +$2.06M +32,589 New
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$2.01M -$156K -2,470 -7%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.98M -$34.7K -548 -2%
MWP
32
Madison Wealth Partners
Wisconsin
$1.89M +$1.43M +22,574 +311%
CAN
33
Cetera Advisor Networks
California
$1.61M +$24.5K +387 +2%
Ameriprise
34
Ameriprise
Minnesota
$1.44M +$687K +10,865 +91%
CA
35
Cetera Advisors
Colorado
$1.44M +$1.44M +22,745 New
PCIA
36
Prime Capital Investment Advisors
Kansas
$1.35M +$42.7K +675 +3%
GG
37
GenWealth Group
New Jersey
$1.29M -$18.7K -295 -1%
SC
38
Savant Capital
Illinois
$1.23M -$79.5K -1,258 -6%
Citadel Advisors
39
Citadel Advisors
Florida
$969K +$969K +15,332 New
HGWM
40
Harvest Group Wealth Management
Massachusetts
$963K -$8.22K -130 -0.8%
FSC
41
Full Sail Capital
Oklahoma
$930K – – –
EIP
42
Ellis Investment Partners
Pennsylvania
$885K +$4.24K +67 +0.5%
Citigroup
43
Citigroup
New York
$863K -$46K -727 -5%
IAG
44
Ipsen Advisor Group
Arkansas
$799K +$799K +12,630 New
BAMG
45
Brand Asset Management Group
Missouri
$794K – – –
VP
46
Verum Partners
North Carolina
$784K +$784K +12,400 New
HWM
47
HB Wealth Management
Georgia
$771K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$759K +$486K +7,687 +178%
SFP
49
Sweet Financial Partners
Minnesota
$745K +$4.36K +69 +0.6%
SI
50
Saxon Interests
Texas
$729K -$210K -3,249 -22%
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