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iShares Morningstar Value ETF
ILCV

Overview Fund Activity

166 hedge funds and large institutions have $735M invested in iShares Morningstar Value ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
19
Increased
59
Reduced
55
Closed
22
Calls
$1.4B
Puts
$4.31B
Net Calls
-$2.91B
Net Calls Change
+$42.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.64M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.4M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.65M
4
EH
4
Equitable Holdings
New York
$75.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.78M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$36.4M
2
AssetMark Inc
2
AssetMark Inc
California
$136K
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
SFS
4
Security Financial Services
Indiana
$271K
5
Truist Financial
5
Truist Financial
North Carolina
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Aptus Capital Advisors
Alabama
$29.9K +$584 +7 +2%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$25.5K – – –
SL
153
Salomon & Ludwin
Virginia
$19.3K – – –
AAS
154
Ameritas Advisory Services
Nebraska
$16.7K +$16.7K +200 New
NRC
155
New Republic Capital
North Carolina
$11.2K – – –
SIC
156
Salem Investment Counselors
North Carolina
$10.8K – – –
IA
157
IFP Advisors
Florida
$8.51K +$7.34K +88 +629%
CA
158
CoreCap Advisors
Michigan
$8.34K – – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$8.09K – – –
EWA
160
EverSource Wealth Advisors
Alabama
$6.92K -$22.4K -269 -76%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$5.39K +$83 +1 +2%
GFA
162
Gladwyn Financial Advisors
Virginia
$3.76K +$3.76K +45 New
HBW
163
Hazlett, Burt & Watson
West Virginia
$3K – – –
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$2.5K +$2.5K +30 New
LFA
165
LGT Financial Advisors
Texas
$1.89K -$5.59K -68 -75%
NEWAS
166
N.E.W. Advisory Services
Wisconsin
$500 +$500 +6 New
AG
167
Ascent Group
Virginia
– -$782K -9,607 Closed
IWC
168
Integrated Wealth Concepts
Massachusetts
– -$605K -7,428 Closed
ASN
169
Advisory Services Network
Georgia
– -$542K -6,655 Closed
LSA
170
Lansing Street Advisors
Pennsylvania
– -$529K -6,489 Closed
CWS
171
Cypress Wealth Services
California
– -$490K -6,018 Closed
TF
172
Theory Financial
Colorado
– -$393K -4,831 Closed
TCA
173
Transcend Capital Advisors
New Jersey
– -$388K -4,768 Closed
SB
174
Strategic Blueprint
Georgia
– -$330K -4,052 Closed
PWM
175
Perigon Wealth Management
California
– -$308K -3,776 Closed
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