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iShares Morningstar Value ETF
ILCV
ILCV
174 hedge funds and large institutions have $829M invested in iShares Morningstar Value ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.78% more ownership
Funds ownership: 70.65% → 71.43% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
62% less call options, than puts
Call options by funds: $2.09B | Put options by funds: $5.52B
Holders
174
Holding in Top 10
7
Calls
$2.09B
Puts
$5.52B
Top Buyers
| 1 | +$22.2M | |
| 2 | +$12.6M | |
| 3 | +$11.4M | |
| 4 |
LPL Financial
San Diego,
California
|
+$4.46M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.65M |
Top Sellers
| 1 | -$10.9M | |
| 2 | -$5.91M | |
| 3 | -$4.57M | |
| 4 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$3.25M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.18M |
