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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

124 hedge funds and large institutions have $700M invested in iShares Morningstar Value ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
43
Reduced
36
Closed
5
Calls
$768M
Puts
$1.59B
Net Calls
-$818M
Net Calls Change
+$1.45B

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17M
2
LPL Financial
2
LPL Financial
California
$33.1M
3
ACM
3
Absolute Capital Management
Pennsylvania
$1.69M
4
SC
4
Savant Capital
Illinois
$2.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.88M

Top Sellers

1
SCM
1
Steele Capital Management
Iowa
$57.4M
2
MTC
2
Matrix Trust Company
Colorado
$57M
3
Bank of America
3
Bank of America
North Carolina
$65.1M
4
EH
4
Equitable Holdings
New York
$77.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
76
Detalus Advisors
Missouri
$433K +$5.92K +72 +1%
SAM
77
Summit Asset Management
Tennessee
$418K – – –
First Manhattan
78
First Manhattan
New York
$411K – – –
Creative Planning
79
Creative Planning
Kansas
$407K -$2.14K -26 -0.5%
BRWA
80
B. Riley Wealth Advisors
Florida
$396K +$572 +7 +0.1%
TW
81
Towerpoint Wealth
California
$396K – – –
CMP
82
Courage Miller Partners
Virginia
$383K -$33.2K -404 -8%
SPIA
83
Steward Partners Investment Advisory
New York
$378K – – –
PWS
84
Proactive Wealth Strategies
Georgia
$356K +$356K +4,329 New
HIA
85
Harbor Investment Advisory
Maryland
$349K – – –
Citadel Advisors
86
Citadel Advisors
Florida
$348K -$2.17M -26,413 -86%
BFG
87
Bleakley Financial Group
New Jersey
$341K +$9.13K +111 +3%
WJA
88
Willis Johnson & Associates
Texas
$312K – – –
WCM
89
WealthBridge Capital Management
Ohio
$302K – – –
CPIG
90
Chicago Partners Investment Group
Illinois
$299K +$1.65K +20 +0.6%
HighTower Advisors
91
HighTower Advisors
Illinois
$298K +$1.97K +24 +0.7%
CIA
92
Capital Investment Advisors
Georgia
$290K – – –
RJT
93
Raymond James Trust
Florida
$285K – – –
KAS
94
Kestra Advisory Services
Texas
$270K +$411 +5 +0.2%
CCA
95
Carrera Capital Advisors
Michigan
$269K +$1.48K +18 +0.6%
AFTS
96
American Financial & Tax Strategies
New York
$263K – – –
PIA
97
Perennial Investment Advisors
California
$247K +$247K +3,002 New
DWM
98
Destination Wealth Management
California
$243K – – –
Lido Advisors
99
Lido Advisors
California
$243K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$238K +$238K +2,897 New
2 3
4
5 6