iShares Morningstar Value ETF
ILCV
201 hedge funds and large institutions have $844M invested in iShares Morningstar Value ETF in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
4% more funds holding
Funds holding: 193 → 201 (+8)
1% more capital invested
Capital invested by funds: $833M → $844M (+$10.9M)
1% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 67
6% less call options, than puts
Call options by funds: $3.86B | Put options by funds: $4.1B
4.85% less ownership
Funds ownership: 71.46% → 66.61% (-4.9%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$11.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.55M |
| 3 |
IAG
Ipsen Advisor Group
Little Rock,
Arkansas
|
+$2.47M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$2.43M |
| 5 |
Two Sigma Investments
New York
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$60.8M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$9.95M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$5.06M |
| 4 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
-$2.63M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.34M |
ILCV Hedge Fund Activity: Q2 2026 in Review
201 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Value ETF (ILCV) for Q2 2026, worth a combined $844M — up 1.3% from $833M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ILCV positions and 12 closed out — a net gain of 11 holders — while 66 added to existing stakes and 67 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $11.5M. The largest seller was Equitable Holdings, cutting an estimated $60.8M.
- 201 institutional investors held iShares Morningstar Value ETF (ILCV) as of Q2 2026, up from 193 in Q1 2026.
- Funds reported $844M of iShares Morningstar Value ETF stock for Q2 2026, up 1.3% quarter-over-quarter.
- 23 funds opened new iShares Morningstar Value ETF positions in Q2 2026 and 12 closed out, a net change of +11 holders.
- The largest iShares Morningstar Value ETF buyer in Q2 2026 was Kingsview Wealth Management, an estimated $11.5M added.
- The largest iShares Morningstar Value ETF seller in Q2 2026 was Equitable Holdings, an estimated $60.8M sold.
Based on aggregated 13F filings for Q2 2026.