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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

47 hedge funds and large institutions have $97.3M invested in iShares Morningstar US Equity ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
16
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.46M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$955K
3
FA
FDx Advisors
Illinois
+$332K
4
Goldman Sachs
Goldman Sachs
New York
+$260K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$202K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$6.49M
2
Bank of America
Bank of America
North Carolina
-$2.26M
3
AIG
American International Group
New York
-$994K
4
AL
Aspiriant LLC
California
-$757K
5
LPL Financial
LPL Financial
California
-$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$466K -$34.3K -1,192 -7%
BRWA
27
B. Riley Wealth Advisors
Florida
$384K +$58.1K +2,020 +18%
ECM
28
Exchange Capital Management
Michigan
$366K -$52.9K -1,840 -13%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$358K +$71.4K +2,480 +25%
FA
30
FDx Advisors
Illinois
$332K +$332K +11,544 New
HighTower Advisors
31
HighTower Advisors
Illinois
$292K +$37.8K +1,312 +15%
Goldman Sachs
32
Goldman Sachs
New York
$260K +$260K +9,016 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$250K +$3.22K +112 +1%
Creative Planning
34
Creative Planning
Kansas
$189K +$6.1K +212 +3%
MFS
35
MSI Financial Services
Massachusetts
$168K +$56K +1,948 +50%
GAM
36
Gemmer Asset Management
California
$120K -$7.28K -252 -6%
RIA
37
Regal Investment Advisors
Michigan
$116K – – –
WTC
38
WhitTier Trust Company
Nevada
$112K – – –
US Bancorp
39
US Bancorp
Minnesota
$86K – – –
NFG
40
Next Financial Group
Texas
$81K +$81K +2,800 New
Citigroup
41
Citigroup
New York
$43K – – –
CFN
42
Cordasco Financial Network
Florida
$29K – – –
WA
43
WFG Advisors
Texas
$25K +$115 +4 +0.5%
FCCM
44
First City Capital Management
Georgia
$23.2K +$115 +4 +0.5%
HR
45
Howe & Rusling
New York
$20K – – –
BC
46
Bartlett & Co
Ohio
$6K – – –
FWM
47
Focused Wealth Management
New York
$5K – – –
BCI
48
Brinker Capital Investments
Pennsylvania
– -$6.49M -228,000 Closed
PAS
49
Partnervest Advisory Services
California
– -$61K -2,156 Closed
GSC
50
Ground Swell Capital
South Carolina
– -$30K -1,056 Closed
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