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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

164 hedge funds and large institutions have $733M invested in iShares Morningstar Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
18
Increased
59
Reduced
55
Closed
22
Calls
$1.4B
Puts
$4.31B
Net Calls
-$2.91B
Net Calls Change
+$42.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.64M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.4M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.65M
4
EH
4
Equitable Holdings
New York
$75.4M
5
Bank of America
5
Bank of America
North Carolina
$67.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$36.4M
2
AssetMark Inc
2
AssetMark Inc
California
$136K
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
SFS
4
Security Financial Services
Indiana
$271K
5
Truist Financial
5
Truist Financial
North Carolina
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
101
Sound Income Strategies
Florida
$348K 4,175 +1,872 +81%
KV
102
Kickstand Ventures
New York
$332K 3,982 -807 -17%
WJA
103
Willis Johnson & Associates
Texas
$317K 3,800 – –
CPIG
104
Chicago Partners Investment Group
Illinois
$316K 3,683 +18 +0.5%
WCM
105
WealthBridge Capital Management
Ohio
$307K 3,680 – –
KAS
106
Kestra Advisory Services
Texas
$303K 3,634 +190 +6%
CMP
107
Courage Miller Partners
Virginia
$301K 3,606 -1,046 -22%
SF
108
Synovus Financial
Georgia
$300K 3,595 -5,307 -60%
CIA
109
Capital Investment Advisors
Georgia
$295K 3,532 – –
CCA
110
Carrera Capital Advisors
Michigan
$277K 3,328 +17 +0.5%
Two Sigma Investments
111
Two Sigma Investments
New York
$275K 3,300 +3,300 New
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$272K 3,256 +200 +7%
HIA
113
Harbor Investment Advisory
Maryland
$271K 3,250 – –
SFS
114
Security Financial Services
Indiana
$271K 3,249 -22,919 -88%
OAP
115
One Advisory Partners
Kansas
$268K 3,126 -5,950 -66%
MFA
116
Mayflower Financial Advisors
Massachusetts
$268K 3,212 -6,119 -66%
TF
117
TME Financial
California
$268K 3,208 +16 +0.5%
AFTS
118
American Financial & Tax Strategies
New York
$267K 3,200 – –
MIC
119
Means Investment Company
Maine
$265K 3,180 +15 +0.5%
EWA
120
EP Wealth Advisors
California
$245K 2,936 +2,936 New
KWM
121
Kingsview Wealth Management
Oregon
$231K 2,770 +2,770 New
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$229K 2,742 +2,742 New
NL
123
NWAM LLC
Washington
$221K 2,602 -1,358 -34%
DWM
124
Destination Wealth Management
California
$217K 2,608 -347 -12%
BRWA
125
B. Riley Wealth Advisors
Florida
$210K 2,522 +2,522 New
3 4
5
6 7