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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

164 hedge funds and large institutions have $733M invested in iShares Morningstar Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
18
Increased
59
Reduced
55
Closed
22
Calls
$1.4B
Puts
$4.31B
Net Calls
-$2.91B
Net Calls Change
+$42.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.64M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.4M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.65M
4
EH
4
Equitable Holdings
New York
$75.4M
5
Bank of America
5
Bank of America
North Carolina
$67.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$36.4M
2
AssetMark Inc
2
AssetMark Inc
California
$136K
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
SFS
4
Security Financial Services
Indiana
$271K
5
Truist Financial
5
Truist Financial
North Carolina
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$675K 8,089 +1,785 +28%
SWP
77
Stratos Wealth Partners
Ohio
$660K 7,910 +5,127 +184%
Financial Engines Advisors
78
Financial Engines Advisors
California
$654K 7,842 +7,842 New
NA
79
NewEdge Advisors
Louisiana
$602K 7,217 -13 -0.2%
UWPG
80
Ullmann Wealth Partners Group
Florida
$586K 7,030 – –
EFA
81
Edge Financial Advisors
Illinois
$569K 6,750 +6,750 New
MFG
82
Merit Financial Group
Georgia
$565K 6,770 +6,770 New
TSWM
83
Tyler-Stone Wealth Management
Ohio
$559K 6,698 – –
OWA
84
One Wealth Advisors
California
$550K 6,599 -20,144 -75%
PIA
85
Perennial Investment Advisors
California
$533K 6,395 +1,146 +22%
Stifel Financial
86
Stifel Financial
Missouri
$498K 5,976 -245 -4%
KFS
87
Kelly Financial Services
Massachusetts
$486K 5,831 -9,630 -62%
HighTower Advisors
88
HighTower Advisors
Illinois
$469K 5,625 +181 +3%
FA
89
Flagstar Advisors
New York
$465K 5,579 -84 -1%
SPIA
90
Steward Partners Investment Advisory
New York
$457K 5,485 +423 +8%
SC
91
Stephens Consulting
Michigan
$440K 5,279 – –
WA
92
Wealth Alliance
New York
$438K 5,247 -21,166 -80%
QPWM
93
Quadrant Private Wealth Management
Pennsylvania
$429K 5,140 -10,568 -67%
Creative Planning
94
Creative Planning
Kansas
$426K 5,105 +453 +10%
SAM
95
Summit Asset Management
Tennessee
$424K 5,090 – –
First Manhattan
96
First Manhattan
New York
$417K 5,000 – –
TW
97
Towerpoint Wealth
California
$401K 4,803 -19 -0.4%
TRCT
98
Tower Research Capital (TRC)
New York
$384K 4,601 +3,496 +316%
EL
99
EWA LLC
Pennsylvania
$378K 4,531 +1,267 +39%
PWS
100
Proactive Wealth Strategies
Georgia
$366K 4,392 +21 +0.5%
2 3
4
5 6