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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

142 hedge funds and large institutions have $731M invested in iShares Morningstar Value ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 2 closing their positions.

Holders
142
Holders Change
+18
Holders Change %
+14.52%
% of All Funds
1.89%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
50
Reduced
34
Closed
2
Calls
$683M
Puts
$2.21B
Net Calls
-$1.53B
Net Calls Change
-$707M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$23.3M
2
LPL Financial
2
LPL Financial
California
$37.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61.4M
2
ATS
2
Ashton Thomas Securities
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$847K
4
EH
4
Equitable Holdings
New York
$74.8M
5
SC
5
Savant Capital
Illinois
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$4.94M 60,936 +1,974 +3%
NAMNJ
27
NorthStar Asset Management (New Jersey)
New Jersey
$4.76M 58,816 +2,902 +5%
SCM
28
Sheridan Capital Management
California
$4.74M 58,542 +545 +0.9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$4.28M 52,902 -2,846 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.27M 52,743 +17,950 +52%
AWM
31
Apex Wealth Management
New Hampshire
$4.04M 49,905 +49,905 New
Truist Financial
32
Truist Financial
North Carolina
$3.82M 47,141 +9,727 +26%
MG
33
Mather Group
Illinois
$3.77M 46,534 -15 -0%
JSA
34
Jim Saulnier & Associates
Colorado
$3.21M 39,663 +8,052 +25%
MWP
35
Madison Wealth Partners
Wisconsin
$3.11M 38,444 +966 +3%
D
36
Dentgroup
Louisiana
$2.89M 35,719 -1,235 -3%
SA
37
Sanctuary Advisors
Indiana
$2.8M 33,118 +464 +1%
Mariner
38
Mariner
Kansas
$2.75M 33,969 +262 +0.8%
PCIA
39
Prime Capital Investment Advisors
Kansas
$2.36M 29,202 +111 +0.4%
Ameriprise
40
Ameriprise
Minnesota
$2.3M 28,343 +364 +1%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.28M 28,144 -601 -2%
SC
42
Savant Capital
Illinois
$2.1M 25,941 -9,176 -26%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.87M 23,104 +12,258 +113%
ACM
44
Absolute Capital Management
Pennsylvania
$1.66M 20,500 – –
GG
45
GenWealth Group
New Jersey
$1.5M 18,480 -181 -1%
FHA
46
Flagship Harbor Advisors
Massachusetts
$1.48M 18,296 +2,890 +19%
EIP
47
Ellis Investment Partners
Pennsylvania
$1.26M 15,606 -300 -2%
AB
48
ANB Bank
Colorado
$1.17M 14,394 +14,394 New
BAMG
49
Brand Asset Management Group
Missouri
$1.14M 14,076 -88 -0.6%
Comerica Bank
50
Comerica Bank
Texas
$1.13M 13,947 -225 -2%
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