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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

124 hedge funds and large institutions have $700M invested in iShares Morningstar Value ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
43
Reduced
36
Closed
5
Calls
$768M
Puts
$1.59B
Net Calls
-$818M
Net Calls Change
+$1.45B

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17M
2
LPL Financial
2
LPL Financial
California
$33.1M
3
ACM
3
Absolute Capital Management
Pennsylvania
$1.69M
4
SC
4
Savant Capital
Illinois
$2.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.88M

Top Sellers

1
SCM
1
Steele Capital Management
Iowa
$57.4M
2
MTC
2
Matrix Trust Company
Colorado
$57M
3
Bank of America
3
Bank of America
North Carolina
$65.1M
4
EH
4
Equitable Holdings
New York
$77.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
Simplicity Wealth
New Jersey
– -$308K -4,031 Closed
WS
127
Wedbush Securities
California
– -$255K -3,346 Closed
AWM
128
Activest Wealth Management
Florida
– -$36K -472 Closed
WIM
129
Westside Investment Management
California
– -$13.1K -171 Closed
2 3 4 5
6