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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

117 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.

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
37
Reduced
36
Closed
11
Calls
$3.87B
Puts
$10.2B
Net Calls
-$6.31B
Net Calls Change
-$1.1B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45M
2
Bank of America
2
Bank of America
North Carolina
$56.2M
3
Ameriprise
3
Ameriprise
Minnesota
$3.36M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.14M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.22M
2
EH
2
Equitable Holdings
New York
$90.3M
3
LPL Financial
3
LPL Financial
California
$26.4M
4
NFG
4
Nations Financial Group
Iowa
$0
5
RJA
5
Raymond James & Associates
Florida
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Summit Asset Management
Tennessee
$359K – – –
First Manhattan
77
First Manhattan
New York
$353K – – –
Creative Planning
78
Creative Planning
Kansas
$347K -$32.3K -457 -9%
TW
79
Towerpoint Wealth
California
$342K – – –
NA
80
NewEdge Advisors
Louisiana
$330K +$61.5K +871 +23%
BRWA
81
B. Riley Wealth Advisors
Florida
$316K +$1.13K +16 +0.4%
DA
82
Detalus Advisors
Missouri
$315K -$505K -7,148 -62%
HIA
83
Harbor Investment Advisory
Maryland
$300K +$300K +4,250 New
SS
84
Simplicity Solutions
Minnesota
$297K -$212 -3 -0.1%
BFG
85
Bleakley Financial Group
New Jersey
$297K -$212 -3 -0.1%
WCM
86
WealthBridge Capital Management
Ohio
$260K – – –
RJT
87
Raymond James Trust
Florida
$259K -$2.47K -35 -0.9%
CPIG
88
Chicago Partners Investment Group
Illinois
$253K -$44.4K -627 -15%
HighTower Advisors
89
HighTower Advisors
Illinois
$253K +$253K +3,590 New
TSWM
90
Tyler-Stone Wealth Management
Ohio
$252K -$9.82K -139 -4%
CIA
91
Capital Investment Advisors
Georgia
$249K – – –
AFTS
92
American Financial & Tax Strategies
New York
$226K +$226K +3,200 New
DWM
93
Destination Wealth Management
California
$209K +$209K +2,955 New
Lido Advisors
94
Lido Advisors
California
$208K -$107K -1,516 -34%
MWM
95
MGB Wealth Management
Texas
$141K +$141K +2,000 New
US Bancorp
96
US Bancorp
Minnesota
$115K +$115K +1,633 New
CIA
97
Cape Investment Advisory
Georgia
$95.3K – – –
AAP
98
Arax Advisory Partners
Colorado
$77.6K +$1.06K +15 +1%
GWM
99
Geneos Wealth Management
Colorado
$75.6K – – –
CJ
100
Caitlin John
Michigan
$56.4K +$56.4K +798 New
2 3
4
5 6