iShares Morningstar Value ETF
ILCV
ILCV
170 hedge funds and large institutions have $722M invested in iShares Morningstar Value ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+28
Holders Change %
+19.72%
% of All Funds
2.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
61
Reduced
32
Closed
7
Calls
$1.69B
Puts
$4.64B
Net Calls
-$2.95B
Net Calls Change
-$1.43B
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$5.61M |
| 2 |
AssetMark Inc
Concord,
California
|
+$5.47M |
| 3 |
JPMorgan Chase & Co
New York
|
+$5.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.71M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$2.18M |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$50M |
| 2 |
EH
Equitable Holdings
New York
|
-$3.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$847K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$835K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$700K |
