ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

57 hedge funds and large institutions have $123M invested in iShares Morningstar US Equity ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
17
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.56M
3
Bank of America
Bank of America
North Carolina
+$394K
4
Ameriprise
Ameriprise
Minnesota
+$383K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$381K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.81M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.77M
3
Jane Street
Jane Street
New York
-$1.66M
4
TH
Timber Hill
Connecticut
-$1.21M
5
LPL Financial
LPL Financial
California
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
26
West Coast Financial
California
$605K -$53.2K -1,900 -8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$572K -$1.77M -63,328 -76%
CAN
28
Cetera Advisor Networks
California
$571K -$11.6K -416 -2%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$529K -$47K -1,680 -8%
FA
30
FDx Advisors
Illinois
$417K -$15.6K -556 -4%
FAAS
31
First Allied Advisory Services
California
$389K +$1.68K +60 +0.4%
BRWA
32
B. Riley Wealth Advisors
Florida
$383K +$3.25K +116 +0.9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$317K -$39.3K -1,404 -11%
AMG
34
Asset Management Group
Connecticut
$286K +$1.12K +40 +0.4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$279K -$16.8K -600 -6%
PAG
36
Private Advisor Group
New Jersey
$271K +$48K +1,716 +22%
HighTower Advisors
37
HighTower Advisors
Illinois
$261K -$67.9K -2,436 -21%
Creative Planning
38
Creative Planning
Kansas
$233K +$233K +8,340 New
CA
39
Cetera Advisors
Colorado
$217K -$275K -9,944 -56%
IF
40
Ironwood Financial
Arizona
$203K -$19.8K -708 -9%
WTC
41
WhitTier Trust Company
Nevada
$109K – – –
GAM
42
Gemmer Asset Management
California
$108K -$2.68K -96 -2%
US Bancorp
43
US Bancorp
Minnesota
$84K – – –
Citigroup
44
Citigroup
New York
$81K +$12.5K +444 +18%
WCM
45
Windsor Capital Management
Arizona
$64K +$64K +2,312 New
LWA
46
Lenox Wealth Advisors
New York
$62K +$337 +12 +0.5%
HCMT
47
Highland Capital Management (Tennessee)
Tennessee
$60K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$58K -$3.38K -120 -6%
FCCM
49
First City Capital Management
Georgia
$22.9K – – –
NFG
50
Next Financial Group
Texas
$16K – – –
1
2
3