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iShares Morningstar Value ETF
ILCV
ILCV
193 hedge funds and large institutions have $833M invested in iShares Morningstar Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
49% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 47
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
11% more funds holding
Funds holding: 174 → 193 (+19)
0% more capital invested
Capital invested by funds: $829M → $833M (+$3.97M)
0.03% more ownership
Funds ownership: 71.43% → 71.46% (+0.03%)
46% less call options, than puts
Call options by funds: $2.23B | Put options by funds: $4.1B
Holders
193
Holders Change
+19
Holders Change %
+10.92%
% of All Funds
2.38%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
35
Increased
70
Reduced
47
Closed
10
Calls
$2.23B
Puts
$4.1B
Net Calls
-$1.87B
Net Calls Change
+$1.57B
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$22.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$11.7M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$11.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.58M |
| 5 |
Goldman Sachs
New York
|
-$5.91M |
