iShares Morningstar Value ETF
ILCV
172 hedge funds and large institutions have $725M invested in iShares Morningstar Value ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 32 reducing their positions, and 7 closing their positions.
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
94% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 32
20% more funds holding
Funds holding: 143 → 172 (+29)
1.13% more ownership
Funds ownership: 72.51% → 73.64% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $731M → $725M (-$5.8M)
64% less call options, than puts
Call options by funds: $1.69B | Put options by funds: $4.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.69M |
| 2 |
AssetMark Inc
Concord,
California
|
+$5.55M |
| 3 |
JP Morgan Chase
New York
|
+$5.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.75M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$50M |
| 2 |
EH
Equitable Holdings
New York
|
-$3.69M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$848K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$847K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$711K |
ILCV Hedge Fund Activity: Q1 2025 in Review
172 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Value ETF (ILCV) for Q1 2025, worth a combined $725M — down 0.79% from $731M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ILCV positions and 7 closed out — a net gain of 32 holders — while 62 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.69M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $50M sold.
- 172 institutional investors held iShares Morningstar Value ETF (ILCV) as of Q1 2025, up from 143 in Q4 2024.
- Funds reported $725M of iShares Morningstar Value ETF stock for Q1 2025, down 0.79% quarter-over-quarter.
- 39 funds opened new iShares Morningstar Value ETF positions in Q1 2025 and 7 closed out, a net change of +32 holders.
- The largest iShares Morningstar Value ETF buyer in Q1 2025 was LPL Financial, an estimated $5.69M added.
- The largest iShares Morningstar Value ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $50M sold.
Based on aggregated 13F filings for Q1 2025.