iShares Morningstar Value ETF
ILCV
ILCV
190 hedge funds and large institutions have $831M 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, 45 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
0% more capital invested
Capital invested by funds: $829M → $831M (+$2.2M)
0.13% less ownership
Funds ownership: 71.43% → 71.31% (-0.13%)
46% less call options, than puts
Call options by funds: $2.23B | Put options by funds: $4.1B
Holders
190
Holding in Top 10
10
Calls
$2.23B
Puts
$4.1B
Top Buyers
| 1 | +$11.7M | |
| 2 | +$7.74M | |
| 3 | +$5.89M | |
| 4 |
AIA
AssuredPartners Investment Advisors
Tampa,
Florida
|
+$5.37M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$5.09M |
Top Sellers
| 1 | -$22.3M | |
| 2 | -$11.7M | |
| 3 | -$11.1M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.58M |
| 5 |
Goldman Sachs
New York
|
-$5.91M |
