iShares Morningstar Value ETF
ILCV
ILCV
105 hedge funds and large institutions have $475M invested in iShares Morningstar Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
39
Reduced
22
Closed
6
Calls
$1.52B
Puts
$3.48B
Net Calls
-$1.96B
Net Calls Change
+$1.95B
Top Buyers
Top Sellers
| 1 |
1
Truist Financial
Charlotte,
North Carolina
|
$8.03M |
| 2 |
EH
2
Equitable Holdings
New York
|
$74.1M |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$31.7M |
| 4 |
4
LPL Financial
San Diego,
California
|
$24M |
| 5 |
SFI
5
SPC Financial Inc
Rockville,
Maryland
|
$15.3M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ASN
101
Advisory Services Network
Atlanta,
Georgia
| $5.06K | +$5.06K | +80 | New |
|
|
AWM
102
Accel Wealth Management
Waverly,
Iowa
| $2.33K | – | – | – |
|
|
HBW
103
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $2K | – | – | – |
|
|
CS
104
Comerica Securities
Detroit,
Michigan
| $1.52K | +$1.52K | +24 | New |
|
|
LFG
105
Larson Financial Group
St Louis,
Missouri
| $822 | – | – | – |
|
|
VBFP
106
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| – | -$204K | -3,618 | Closed |
|
|
TAIM
107
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$107K | -1,900 | Closed |
|
|
VCM
108
Vigilant Capital Management
Portland,
Maine
| – | -$30K | -524 | Closed |
|
|
GI
109
Gradient Investments
Arden Hills,
Minnesota
| – | -$5K | -85 | Closed |
|
|
OPW
110
Oxler Private Wealth
Rye Brook,
New York
| – | -$2.26K | -20 | Closed |
|
111
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2 | -18 | Closed |
|