iShares Morningstar US Equity ETF
ILCB
66 hedge funds and large institutions have $173M invested in iShares Morningstar US Equity ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $142M → $173M (+$30.7M)
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
13.18% more ownership
Funds ownership: 87.99% → 101.17% (+13%)
8% more funds holding
Funds holding: 61 → 66 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.72M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.68M |
| 4 |
Morgan Stanley
New York
|
+$1.57M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.34M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$985K |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$925K |
ILCB Hedge Fund Activity: Q4 2016 in Review
66 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2016, worth a combined $173M — up 22% from $142M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ILCB positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.72M. The largest seller was Jane Street, exiting entirely with an estimated $1.91M sold.
- 66 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2016, up from 61 in Q3 2016.
- Funds reported $173M of iShares Morningstar US Equity ETF stock for Q4 2016, up 22% quarter-over-quarter.
- 10 funds opened new iShares Morningstar US Equity ETF positions in Q4 2016 and 5 closed out, a net change of +5 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $6.72M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2016 was Jane Street, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2016.