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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

117 hedge funds and large institutions have $660M invested in iShares Morningstar Value ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
37
Reduced
36
Closed
11
Calls
$3.87B
Puts
$10.2B
Net Calls
-$6.31B
Net Calls Change
-$1.1B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45M
2
Bank of America
2
Bank of America
North Carolina
$56.2M
3
Ameriprise
3
Ameriprise
Minnesota
$3.36M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.14M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.22M
2
EH
2
Equitable Holdings
New York
$90.3M
3
LPL Financial
3
LPL Financial
California
$26.4M
4
NFG
4
Nations Financial Group
Iowa
$0
5
RJA
5
Raymond James & Associates
Florida
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
126
Concord Wealth Partners
Virginia
– -$8.55K -132 Closed
FIA
127
FNY Investment Advisers
New York
– -$6K -100 Closed
AWM
128
Atticus Wealth Management
Florida
– -$1.94K -30 Closed
2 3 4 5
6