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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

68 hedge funds and large institutions have $216M invested in iShares Morningstar Value ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
20
Reduced
16
Closed
10
Calls
$148M
Puts
$1.11B
Net Calls
-$957M
Net Calls Change
-$187M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$46.9M
2
Morgan Stanley
Morgan Stanley
New York
+$8.53M
3
PAG
Private Advisor Group
New Jersey
+$2.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.03M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.69M

Top Sellers

1
Axa
Axa
France
-$3.22M
2
Bank of America
Bank of America
North Carolina
-$1.73M
3
TRCT
Tower Research Capital (TRC)
New York
-$792K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$750K
5
CWS
Cypress Wealth Services
California
-$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
– -$15K -286 Closed
AAP
77
Arax Advisory Partners
Colorado
– -$4K -84 Closed
1 2 3
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