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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

43 hedge funds and large institutions have $95.8M invested in iShares Morningstar US Equity ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
18
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Crestwood Advisors Group
Massachusetts
+$2.26M
2
AL
Aspiriant LLC
California
+$1.97M
3
Morgan Stanley
Morgan Stanley
New York
+$899K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$416K
5
MC
Mathes Company
New York
+$344K

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.47M
3
AIG
American International Group
New York
-$1.26M
4
Bank of America
Bank of America
North Carolina
-$1.09M
5
Goldman Sachs
Goldman Sachs
New York
-$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$314K +$314K +11,332 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$311K +$50.4K +1,820 +19%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$275K – – –
Goldman Sachs
29
Goldman Sachs
New York
$268K -$187K -6,752 -41%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$258K +$28.1K +1,016 +12%
Creative Planning
31
Creative Planning
Kansas
$237K +$61.6K +2,232 +35%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$181K +$50.2K +1,820 +38%
GAM
33
Gemmer Asset Management
California
$121K +$121K +4,388 New
RIA
34
Regal Investment Advisors
Michigan
$112K – – –
MFS
35
MSI Financial Services
Massachusetts
$111K -$1.99K -72 -2%
WTC
36
WhitTier Trust Company
Nevada
$108K – – –
US Bancorp
37
US Bancorp
Minnesota
$83K – – –
Citigroup
38
Citigroup
New York
$41K +$1.1K +40 +3%
CFN
39
Cordasco Financial Network
Florida
$28K – – –
WA
40
WFG Advisors
Texas
$24K -$29.4K -1,052 -55%
FCCM
41
First City Capital Management
Georgia
$22.2K +$22.2K +804 New
FWM
42
Focused Wealth Management
New York
$4K – – –
MWM
43
Merriman Wealth Management
Washington
– -$7.26M -269,128 Closed
WCM
44
Windsor Capital Management
Arizona
– -$61K -2,268 Closed
TAIM
45
TD Ameritrade Investment Management
Nebraska
– -$11K -424 Closed
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