iShares Morningstar Value ETF
ILCV
ILCV
168 hedge funds and large institutions have $739M invested in iShares Morningstar Value ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
68% less call options, than puts
Call options by funds: $1.4B | Put options by funds: $4.31B
Holders
168
Holding in Top 10
7
Calls
$1.4B
Puts
$4.31B
Top Buyers
| 1 | +$6.85M | |
| 2 | +$4.33M | |
| 3 | +$2.24M | |
| 4 |
EH
Equitable Holdings
New York
|
+$2.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.78M |
Top Sellers
| 1 | -$7.6M | |
| 2 | -$6.15M | |
| 3 | -$2.08M | |
| 4 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
-$1.91M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.88M |
