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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 %
GC
101
Grimes & Company
Massachusetts
– -$265K -3,858 Closed
WWM
102
Windsor Wealth Management
Indiana
– -$224K -3,243 Closed
KAS
103
Kestra Advisory Services
Texas
– -$212K -3,096 Closed
BBHC
104
Brown Brothers Harriman & Co
New York
– -$158K -2,300 Closed
SC
105
Sierra Capital
Florida
– -$82K -1,200 Closed
MCC
106
Money Concepts Capital
Florida
– -$23K -329 Closed
AssetMark Inc
107
AssetMark Inc
California
– -$22K -314 Closed
1 2 3 4
5