iShares Morningstar Value ETF
ILCV
ILCV
104 hedge funds and large institutions have $533M invested in iShares Morningstar Value ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
2% less funds holding
Funds holding: 106 → 104 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
67% less call options, than puts
Call options by funds: $2.14B | Put options by funds: $6.56B
Holders
104
Holding in Top 10
4
Calls
$2.14B
Puts
$6.56B
Top Buyers
| 1 | +$29.8M | |
| 2 | +$4.68M | |
| 3 | +$981K | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$795K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$733K |
Top Sellers
| 1 | -$3.04M | |
| 2 | -$2.3M | |
| 3 | -$1.15M | |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$791K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$671K |