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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

142 hedge funds and large institutions have $731M invested in iShares Morningstar Value ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 2 closing their positions.

Holders
142
Holders Change
+18
Holders Change %
+14.52%
% of All Funds
1.89%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
50
Reduced
34
Closed
2
Calls
$683M
Puts
$2.21B
Net Calls
-$1.53B
Net Calls Change
-$707M

Top Buyers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$23.3M
2
LPL Financial
2
LPL Financial
California
$37.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$61.4M
2
ATS
2
Ashton Thomas Securities
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$847K
4
EH
4
Equitable Holdings
New York
$74.8M
5
SC
5
Savant Capital
Illinois
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$264K 3,256 +3,256 New
TF
102
TME Financial
California
$260K 3,160 +3,160 New
AFTS
103
American Financial & Tax Strategies
New York
$259K 3,200 – –
AWP
104
Avid Wealth Partners
Texas
$257K 3,174 +3,174 New
DWM
105
Destination Wealth Management
California
$239K 2,955 – –
BRWA
106
B. Riley Wealth Advisors
Florida
$233K 2,880 -1,968 -41%
SWP
107
Stratos Wealth Partners
Ohio
$230K 2,835 +2,835 New
KAS
108
Kestra Advisory Services
Texas
$226K 2,787 -495 -15%
MWM
109
MGB Wealth Management
Texas
$162K 2,000 – –
GWM
110
Geneos Wealth Management
Colorado
$154K 1,900 +830 +78%
LI
111
LRI Investments
Florida
$130K 1,600 – –
FWA
112
Flagship Wealth Advisors
Massachusetts
$121K 1,500 +1,500 New
NWM
113
Navigoe Wealth Management
California
$112K 1,393 +1,393 New
CIA
114
Cape Investment Advisory
Georgia
$109K 1,350 – –
AA
115
Addison Advisors
Vermont
$108K 1,335 +1,335 New
AP
116
Aspect Partners
Virginia
$103K 1,273 +1,273 New
AAP
117
Arax Advisory Partners
Colorado
$90.8K 1,121 +6 +0.5%
CFD
118
Creative Financial Designs
Indiana
$74.5K 920 +3 +0.3%
HHGA
119
Halbert Hargrove Global Advisors
California
$71.3K 880 +880 New
CJ
120
Caitlin John
Michigan
$64.6K 798 – –
MWM
121
Mascoma Wealth Management
New Hampshire
$63.8K 788 +788 New
CSB
122
City State Bank
Iowa
$54.1K 668 – –
US Bancorp
123
US Bancorp
Minnesota
$43.5K 537 – –
PA
124
Parallel Advisors
California
$41.8K 516 – –
Jones Financial Companies
125
Jones Financial Companies
Missouri
$40.5K 500 – –
3 4
5
6 7