ISHARES MORNINGSTAR VALUE ET
Institutional coverage
186 13F filers hold $ILCV.
13F holders
186
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Citigroup Inc.
0.00% held
α +26.3pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 186 · Source: 13F-HR01
Omega Fund Management, LLC
2.59% of portfolio
670,175 sh
02
RDA Financial Network
10.31% of portfolio
666,400 sh
03
State Farm Mutual Automobile Insurance Co.
—
583,839 sh
04
Taconic Capital Advisors LP
0.01% of portfolio
428,345 sh
05
Sheaff Brock Investment Advisors, LLC
0.02% of portfolio
330,358 sh
06
AlphaCore Capital LLC
0.51% of portfolio
239,973 sh
07
Intel Corp.
3.56% of portfolio
238,624 sh
08
Arjuna Capital
0.52% of portfolio
234,129 sh
09
FengHe Fund Management Pte. Ltd.
0.02% of portfolio
197,023 sh
10
Brandywine Global Investment Management, LLC
3.01% of portfolio
187,176 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $ILCV in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $ILCV in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:48 UTC.