ILCV

Ishares Morningstar Value Et

+$5.7M

Net Activity

Institutions Holding

191

Popularity Rank

#3011

Avg Weight

0.40%

Total Value

$832.1M

Ownership Trend

191 institutions currently hold ILCV, with 106 net buyers and 55 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

55

Net Buying Institutions

106

Key Holders

Key Holders

Top 5 by Value

SC
Steele Capital Management, Inc.
$62.4M
MT
Matrix Trust Co
$62.1M
EH
Equitable Holdings, Inc.
$58.4M
BO
Bank Of America CORP /de/
$57.9M
RJ
Raymond James Financial INC
$43.0M

Top 5 by Conviction

LW
Lauer Wealth, LLC
10.96%
MT
Matrix Trust Co
10.31%
NW
Northwest Wealth Advisors, LLC
10.28%
W&
Woodard & Co Asset Management Group INC /adv
3.56%
NA
NorthStar Asset Management LLC /NJ/
3.29%
View all 191 holding institutions

Quarterly Activity

Recent Activity

+$566.6M

Total Buy Value

$332.7M

Total Sell Value

New buy34
Trim45
Add72
Sold out10

106

Net Buyers

55

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR VALUE ET (ILCV)?
Major stakeholders currently include Steele Capital Management, Inc. ($62.4M), Matrix Trust Co ($62.1M), Equitable Holdings, Inc. ($58.4M). Based on the latest 13F filings, there are a total of 191 tracked investment funds and institutions maintaining positions in ILCV.
What is the overall institutional sentiment toward ILCV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.7M, driven by 106 managers accumulating shares while 55 reduced their exposure.
Which institutions have been selling or reducing their ILCV positions?
In the latest period, 45 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $332.7M.
Are there any notable investors adding ILCV to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 72 existing holders added to their shares. The total reported buy value for the quarter amounted to $566.6M.

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