iShares Morningstar Value ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$11.7M |
| 2 |
TF
Tandem Financial
Greenwood Village,
Colorado
|
+$7.74M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.89M |
| 4 |
AIA
AssuredPartners Investment Advisors
Tampa,
Florida
|
+$5.37M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
ILCV Hedge Fund Activity: Q1 2026 in Review
193 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Value ETF (ILCV) for Q1 2026, worth a combined $833M — up 0.48% from $829M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ILCV positions and 10 closed out — a net gain of 25 holders — while 70 added to existing stakes and 47 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.7M. The largest seller was Bank of America, cutting an estimated $22.3M.
- 193 institutional investors held iShares Morningstar Value ETF (ILCV) as of Q1 2026, up from 174 in Q4 2025.
- Funds reported $833M of iShares Morningstar Value ETF stock for Q1 2026, up 0.48% quarter-over-quarter.
- 35 funds opened new iShares Morningstar Value ETF positions in Q1 2026 and 10 closed out, a net change of +25 holders.
- The largest iShares Morningstar Value ETF buyer in Q1 2026 was Systelligence LLC, an estimated $11.7M added.
- The largest iShares Morningstar Value ETF seller in Q1 2026 was Bank of America, an estimated $22.3M sold.
Based on aggregated 13F filings for Q1 2026.