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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

56 hedge funds and large institutions have $130M invested in iShares Morningstar US Equity ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Greenwich Wealth Management
Connecticut
+$7.15M
2
SG Americas Securities
SG Americas Securities
New York
+$5.78M
3
Axa
Axa
France
+$4.07M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.2M
5
CA
Cetera Advisors
Colorado
+$1.12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.55M
2
LPL Financial
LPL Financial
California
-$5.11M
3
CAG
Crestwood Advisors Group
Massachusetts
-$3.98M
4
Ameriprise
Ameriprise
Minnesota
-$3.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$577K -$132K -4,436 -19%
FAAS
27
First Allied Advisory Services
California
$550K +$19.8K +664 +4%
CAN
28
Cetera Advisor Networks
California
$439K -$29.6K -992 -6%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$411K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$405K -$1.9K -64 -0.5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$318K -$5K -168 -2%
AMG
32
Asset Management Group
Connecticut
$309K +$3.92K +132 +1%
Jane Street
33
Jane Street
New York
$308K -$52.3K -1,756 -15%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$297K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$274K -$1.1M -36,836 -80%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K +$12.3K +412 +5%
Creative Planning
37
Creative Planning
Kansas
$237K – – –
AFP
38
Ausdal Financial Partners
Iowa
$215K +$31.2K +1,048 +17%
FA
39
FDx Advisors
Illinois
$207K -$2.51K -84 -1%
IF
40
Ironwood Financial
Arizona
$202K +$202K +6,780 New
WTC
41
WhitTier Trust Company
Nevada
$116K – – –
GAM
42
Gemmer Asset Management
California
$109K -$6.74K -228 -6%
US Bancorp
43
US Bancorp
Minnesota
$89K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$69K -$7.06K -236 -9%
LWA
45
Lenox Wealth Advisors
New York
$67K +$952 +32 +1%
Citigroup
46
Citigroup
New York
$45K -$9K -304 -17%
VCM
47
Versant Capital Management
Arizona
$33K +$33K +1,120 New
GWM
48
Geneos Wealth Management
Colorado
$33K +$33K +1,128 New
BlackRock
49
BlackRock
New York
$26K – – –
FCCM
50
First City Capital Management
Georgia
$24.7K +$357 +12 +1%
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