iShares Morningstar Value ETF
ILCV
ILCV
172 hedge funds and large institutions have $725M invested in iShares Morningstar Value ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 32 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $731M → $725M (-$5.8M)
64% less call options, than puts
Call options by funds: $1.69B | Put options by funds: $4.64B
Holders
172
Holding in Top 10
8
Calls
$1.69B
Puts
$4.64B
Top Buyers
| 1 | +$5.61M | |
| 2 | +$5.47M | |
| 3 | +$5.07M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.71M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$2.18M |
Top Sellers
| 1 | -$50M | |
| 2 | -$3.64M | |
| 3 | -$847K | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$835K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$700K |