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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

103 hedge funds and large institutions have $533M invested in iShares Morningstar Value ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
34
Reduced
30
Closed
8
Calls
$2.14B
Puts
$6.56B
Net Calls
-$4.42B
Net Calls Change
-$1.69B

Top Buyers

1
FFM
1
Fullerton Fund Management
Singapore
$29.8M
2
EH
2
Equitable Holdings
New York
$77.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$981K
4
RJA
4
Raymond James & Associates
Florida
$20.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$733K

Top Sellers

1
LW
1
Lauer Wealth
Indiana
$6.58M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.38M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$29M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.11M
5
Bank of America
5
Bank of America
North Carolina
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
101
Salem Investment Counselors
North Carolina
$8.58K – – –
HBW
102
Hazlett, Burt & Watson
West Virginia
$2K – – –
LFG
103
Larson Financial Group
Missouri
$865 – – –
NL
104
NWAM LLC
Washington
– -$613K -9,590 Closed
BAM
105
Belpointe Asset Management
Nevada
– -$294K -4,607 Closed
MFT
106
Moisand Fitzgerald Tamayo
Florida
– -$44.7K -700 Closed
AWM
107
Activest Wealth Management
Florida
– -$29.2K -463 Closed
AAS
108
Ameritas Advisory Services
Nebraska
– -$12.8K -200 Closed
ASN
109
Advisory Services Network
Georgia
– -$5.11K -80 Closed
KM
110
Kalos Management
Georgia
– -$3.71K -58 Closed
AWM
111
Accel Wealth Management
Iowa
– -$2.37K -37 Closed
1 2 3 4
5