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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

63 hedge funds and large institutions have $167M invested in iShares Morningstar US Equity ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
27
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.32M
3
TFA
Transamerica Financial Advisors
Florida
+$3.51M
4
UBS Group
UBS Group
Switzerland
+$3.34M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.29M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.7M
2
AIG
American International Group
New York
-$1.67M
3
Bank of America
Bank of America
North Carolina
-$1.32M
4
CAG
Crestwood Advisors Group
Massachusetts
-$873K
5
FHC
First Heartland Consultants
Missouri
-$434K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Mathes Company
New York
$972K – – –
OCG
27
Opus Capital Group
Ohio
$911K -$15.8K -520 -2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$803K -$134K -4,420 -14%
WCF
29
West Coast Financial
California
$788K +$494K +16,296 +168%
CA
30
Cetera Advisors
Colorado
$763K -$164K -5,428 -18%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$654K +$125K +4,112 +24%
CAN
32
Cetera Advisor Networks
California
$630K +$34.1K +1,128 +6%
FA
33
FDx Advisors
Illinois
$469K +$469K +15,600 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$453K +$132K +4,356 +41%
HighTower Advisors
35
HighTower Advisors
Illinois
$439K +$62.9K +2,076 +17%
FAAS
36
First Allied Advisory Services
California
$418K -$18.7K -616 -4%
PAG
37
Private Advisor Group
New Jersey
$361K -$16.4K -540 -4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$320K – – –
AMG
39
Asset Management Group
Connecticut
$307K +$30.4K +1,004 +11%
LI
40
LVZ Inc
Michigan
$306K +$306K +10,096 New
IF
41
Ironwood Financial
Arizona
$290K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$280K -$192K -6,340 -41%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$268K +$268K +8,840 New
Creative Planning
44
Creative Planning
Kansas
$266K +$25.4K +840 +11%
CS
45
Comerica Securities
Michigan
$242K +$242K +7,984 New
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$229K +$229K +7,564 New
SCA
47
Strategic Capital Alternatives
United States
$166K +$166K +5,456 New
GAM
48
Gemmer Asset Management
California
$123K -$3.77K -124 -3%
WTC
49
WhitTier Trust Company
Nevada
$118K – – –
KA
50
Klingman & Associates
New York
$95K +$365 +12 +0.4%
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