iShares Morningstar Value ETF (ILCV)

Market Cap: $973M

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

3% more funds holding

Funds holding: 116 [Q1] → 120 (+4) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]

4% less capital invested

Capital invested by funds: $698M [Q1] → $667M (-$31M) [Q2]

2.6% less ownership

Funds ownership: 74.77% [Q1] → 72.17% (-2.6%) [Q2]