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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

58 hedge funds and large institutions have $134M invested in iShares Morningstar US Equity ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
25
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.3M
2
Wells Fargo
Wells Fargo
California
+$7.8M
3
Bank of America
Bank of America
North Carolina
+$5.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.84M
5
Axa
Axa
France
+$2.21M

Top Sellers

1
CAG
Crestwood Advisors Group
Massachusetts
-$12.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.17M
5
ICOA
Investment Centers of America
North Dakota
-$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
26
West Coast Financial
California
$694K +$50.9K +1,712 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$630K +$20.7K +696 +3%
FAAS
28
First Allied Advisory Services
California
$531K +$117K +3,908 +28%
CAN
29
Cetera Advisor Networks
California
$468K -$140K -4,700 -23%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$410K -$153K -5,124 -27%
BRWA
31
B. Riley Wealth Advisors
Florida
$408K -$358 -12 -0.1%
Jane Street
32
Jane Street
New York
$360K -$1.14M -38,240 -76%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$323K -$13.9K -468 -4%
AMG
34
Asset Management Group
Connecticut
$305K +$1.55K +52 +0.5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$296K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$264K -$14.5K -488 -5%
Creative Planning
37
Creative Planning
Kansas
$236K -$11.8K -396 -5%
FA
38
FDx Advisors
Illinois
$209K -$234K -7,868 -53%
AFP
39
Ausdal Financial Partners
Iowa
$184K +$184K +6,180 New
GAM
40
Gemmer Asset Management
California
$117K +$1.2K +40 +1%
WTC
41
WhitTier Trust Company
Nevada
$116K – – –
CCS
42
Crosspoint Capital Strategies
California
$93K +$93K +3,000 New
US Bancorp
43
US Bancorp
Minnesota
$89K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$76K +$14.5K +484 +23%
LWA
45
Lenox Wealth Advisors
New York
$66K +$357 +12 +0.5%
Citigroup
46
Citigroup
New York
$54K -$31.5K -1,064 -37%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40K +1,328 New
TRCT
48
Tower Research Capital (TRC)
New York
$27K +$27K +916 New
BlackRock
49
BlackRock
New York
$26K +$26K +864 New
FCCM
50
First City Capital Management
Georgia
$24.4K +$119 +4 +0.5%
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