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iShares Morningstar Value ETF
ILCV
ILCV
170 hedge funds and large institutions have $782M invested in iShares Morningstar Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
6% more capital invested
Capital invested by funds: $739M → $782M (+$42.7M)
1% more funds holding
Funds holding: 168 → 170 (+2)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.1% less ownership
Funds ownership: 71.75% → 70.65% (-1.1%)
19% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 59
54% less call options, than puts
Call options by funds: $2.47B | Put options by funds: $5.34B
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
48
Reduced
59
Closed
10
Calls
$2.47B
Puts
$5.34B
Net Calls
-$2.86B
Net Calls Change
+$47.6M
Top Buyers
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.21M |
| 3 |
TF
Tandem Financial
Greenwood Village,
Colorado
|
+$5.68M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.39M |
| 5 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
+$2.47M |
Top Sellers
| 1 |
EH
Equitable Holdings
New York
|
-$15.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.78M |
| 3 |
SCM
Steele Capital Management
Dubuque,
Iowa
|
-$3.41M |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$3.39M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Two Sigma Investments
New York
| – | -$275K | -3,300 | Closed |
|
|
CIA
177
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$113K | -1,350 | Closed |
|
|
AAP
178
Arax Advisory Partners
Denver,
Colorado
| – | -$110K | -1,132 | Closed |
|
|
TPWA
179
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$46.5K | -542 | Closed |
|
|
NRC
180
New Republic Capital
Charlotte,
North Carolina
| – | -$11.2K | -134 | Closed |
|