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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

99 hedge funds and large institutions have $434M invested in iShares Morningstar Value ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
35
Reduced
27
Closed
8
Calls
$1.61B
Puts
$4.54B
Net Calls
-$2.92B
Net Calls Change
-$260M

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.66M
3
KJWM
3
Kiley Juergens Wealth Management
Washington
$4.84M
4
AAS
4
Avantax Advisory Services
Texas
$11.2M
5
Wells Fargo
5
Wells Fargo
California
$12.8M

Top Sellers

1
EH
1
Equitable Holdings
New York
$88.1M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$295K
3
TC
3
TAP Consulting
Missouri
$0
4
MTC
4
Matrix Trust Company
Colorado
$47.8M
5
SC
5
Savant Capital
Illinois
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
WealthBridge Capital Management
Ohio
$222K – – –
RJT
77
Raymond James Trust
Florida
$208K +$208K +3,454 New
SPIA
78
Steward Partners Investment Advisory
New York
$181K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$150K +$180 +3 +0.1%
SWM
80
SeaCrest Wealth Management
New York
$105K +$105K +1,739 New
TAIM
81
TD Ameritrade Investment Management
Nebraska
$92K +$3.39K +56 +4%
DWMG
82
DB Wealth Management Group
California
$87K – – –
GWM
83
Geneos Wealth Management
Colorado
$68K – – –
VVP
84
Venture Visionary Partners
Ohio
$64K +$64K +1,060 New
AAP
85
Arax Advisory Partners
Colorado
$64K +$303 +5 +0.5%
TAM
86
Townsend Asset Management
North Carolina
$60K – – –
CSB
87
City State Bank
Iowa
$40K – – –
PFS
88
Prospera Financial Services
Texas
$34K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$31.9K -532 -49%
PA
90
Parallel Advisors
California
$31K – – –
AIC
91
Archer Investment Corporation
Indiana
$24.2K – – –
AWM
92
Activest Wealth Management
Florida
$23K – – –
CFD
93
Creative Financial Designs
Indiana
$12K +$59 +1 +0.5%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$11K – – –
CWP
95
Concord Wealth Partners
Virginia
$8K – – –
CA
96
CoreCap Advisors
Michigan
$6K +$6K +100 New
HBW
97
Hazlett, Burt & Watson
West Virginia
$2K – – –
AWM
98
Accel Wealth Management
Iowa
$2K – – –
LFG
99
Larson Financial Group
Missouri
$1K – – –
TC
100
TAP Consulting
Missouri
– -$1.58M -23,030 Closed
1 2 3
4
5