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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

61 hedge funds and large institutions have $142M invested in iShares Morningstar US Equity ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
21
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
Timber Hill
Connecticut
+$2.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M
3
Jane Street
Jane Street
New York
+$1.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.08M
5
LPL Financial
LPL Financial
California
+$1.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.39M
2
CAG
Crestwood Advisors Group
Massachusetts
-$730K
3
CA
Cetera Advisors
Colorado
-$636K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$550K
5
Bank of America
Bank of America
North Carolina
-$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$984K -$38.6K -1,204 -4%
TG
27
Threshold Group
Washington
$904K – – –
MC
28
Mathes Company
New York
$894K – – –
VFA
29
Voya Financial Advisors
Connecticut
$730K -$320K -10,048 -30%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$692K +$41.3K +1,288 +6%
HighTower Advisors
31
HighTower Advisors
Illinois
$682K +$328K +10,268 +93%
OCG
32
Opus Capital Group
Ohio
$680K -$288K -8,992 -30%
Citigroup
33
Citigroup
New York
$627K +$627K +19,568 New
FAAS
34
First Allied Advisory Services
California
$500K – – –
CAN
35
Cetera Advisor Networks
California
$462K +$91.9K +2,864 +25%
BRWA
36
B. Riley Wealth Advisors
Florida
$427K -$10.3K -320 -2%
LCM
37
Liberty Capital Management
Michigan
$391K -$88K -2,760 -18%
AG
38
Advisor Group
Arizona
$362K +$5.01K +156 +1%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$346K -$30.8K -960 -8%
AMG
40
Asset Management Group
Connecticut
$306K – – –
SPC
41
Sigma Planning Corp
Michigan
$288K +$13.7K +428 +5%
NPC
42
National Planning Corporation
California
$280K +$280K +8,804 New
Creative Planning
43
Creative Planning
Kansas
$245K -$33.7K -1,052 -12%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$218K -$101K -3,152 -32%
WP
45
WealthSource Partners
California
$212K +$212K +6,608 New
AFP
46
Ausdal Financial Partners
Iowa
$203K -$19.2K -600 -9%
IF
47
Ironwood Financial
Arizona
$185K -$9.77K -304 -5%
WTC
48
WhitTier Trust Company
Nevada
$125K – – –
GAM
49
Gemmer Asset Management
California
$119K +$511 +16 +0.4%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$116K – – –
1
2
3