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iShares Morningstar US Equity ETF
ILCB
ILCB
37 hedge funds and large institutions have $80.5M invested in iShares Morningstar US Equity ETF in 2013 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
87.94% more ownership
Funds ownership: 0% → 87.94% (+88%)
Holders
37
Holders Change
+37
Holders Change %
–
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
37
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Cetera Advisors
Denver,
Colorado
| $358K | +$357K | +14,900 | New |
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $251K | +$250K | +10,440 | New |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $240K | +$239K | +9,960 | New |
|
29
US Bancorp
Minneapolis,
Minnesota
| $185K | +$185K | +7,700 | New |
|
30
Creative Planning
Overland Park,
Kansas
| $171K | +$170K | +7,092 | New |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $106K | +$105K | +4,392 | New |
|
|
WTC
32
WhitTier Trust Company
Reno,
Nevada
| $94K | +$93.5K | +3,900 | New |
|
|
WCM
33
Windsor Capital Management
Phoenix,
Arizona
| $54K | +$53.8K | +2,244 | New |
|
|
WA
34
WFG Advisors
Dallas,
Texas
| $46K | +$45.5K | +1,900 | New |
|
|
AA
35
AlphaMark Advisors
Ft. Wright,
Kentucky
| $27K | +$26.8K | +1,120 | New |
|
|
RIA
36
Regal Investment Advisors
Kentwood,
Michigan
| $25K | +$24.9K | +1,040 | New |
|
|
TAIM
37
TD Ameritrade Investment Management
Omaha,
Nebraska
| $15K | +$15.3K | +640 | New |
|
ILCB Hedge Fund Activity: Q2 2013 in Review
37 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2013, worth a combined $80.5M.
Buyers outnumbered sellers: 37 funds opened new ILCB positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.
- 37 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $80.5M of iShares Morningstar US Equity ETF stock for Q2 2013.
- 37 funds opened new iShares Morningstar US Equity ETF positions in Q2 2013 and 0 closed out, a net change of +37 holders.
Based on aggregated 13F filings for Q2 2013.