iShares Morningstar Value ETF
ILCV
ILCV
118 hedge funds and large institutions have $660M invested in iShares Morningstar Value ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
5% more funds holding
Funds holding: 112 → 118 (+6)
3% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 36
62% less call options, than puts
Call options by funds: $3.87B | Put options by funds: $10.2B
Holders
118
Holding in Top 10
5
Calls
$3.87B
Puts
$10.2B
Top Buyers
| 1 | +$23M | |
| 2 | +$15.7M | |
| 3 | +$2.2M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
Top Sellers
| 1 | -$21.5M | |
| 2 | -$7.21M | |
| 3 | -$4.73M | |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$2.81M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.6M |