ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

41 hedge funds and large institutions have $97.9M invested in iShares Morningstar US Equity ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
20
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$14.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$19.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$579K
2
ECM
2
Exchange Capital Management
Michigan
$631K
3
TH
3
Timber Hill
Connecticut
$0
4
RJA
4
Raymond James & Associates
Florida
$2.79M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$340K +$340K +12,624 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$269K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$254K -$27.7K -1,028 -10%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$224K -$525K -19,484 -70%
Creative Planning
30
Creative Planning
Kansas
$171K -$26.9K -1,000 -14%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$128K +$117K +4,312 +1,017%
MFS
32
MSI Financial Services
Massachusetts
$110K +$2.69K +100 +3%
RIA
33
Regal Investment Advisors
Michigan
$109K +$80.9K +3,000 +288%
WTC
34
WhitTier Trust Company
Nevada
$105K – – –
US Bancorp
35
US Bancorp
Minnesota
$81K -$127K -4,700 -61%
WCM
36
Windsor Capital Management
Arizona
$61K +$215 +8 +0.4%
WA
37
WFG Advisors
Texas
$52K +$109 +4 +0.2%
Citigroup
38
Citigroup
New York
$39K +$6.32K +236 +19%
CFN
39
Cordasco Financial Network
Florida
$27K +$27K +1,000 New
TAIM
40
TD Ameritrade Investment Management
Nebraska
$11K -$47.7K -1,840 -81%
FWM
41
Focused Wealth Management
New York
$4K – – –
TH
42
Timber Hill
Connecticut
– -$2.27M -91,268 Closed
PFG
43
Pacific Financial Group
Washington
– -$9K -364 Closed
1
2