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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

68 hedge funds and large institutions have $202M invested in iShares Morningstar US Equity ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.6M
2
Jane Street
Jane Street
New York
+$6.12M
3
Bessemer Group
Bessemer Group
New Jersey
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.21M

Top Sellers

1
GWM
Greenwich Wealth Management
Connecticut
-$9.38M
2
Wells Fargo
Wells Fargo
California
-$4.27M
3
CAG
Crestwood Advisors Group
Massachusetts
-$1.36M
4
SWPG
Strategic Wealth Partners Group
Illinois
-$1.3M
5
GLA
Good Life Advisors
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.14M +$110K +3,112 +11%
IA
27
IFP Advisors
Florida
$1.09M +$30.9K +872 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$980K +$36.5K +1,032 +4%
TG
29
Threshold Group
Washington
$967K -$30.4K -856 -3%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$712K -$34.4K -968 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$672K +$31.8K +896 +5%
CAN
32
Cetera Advisor Networks
California
$667K -$151K -4,236 -18%
VFA
33
Voya Financial Advisors
Connecticut
$589K -$20.6K -580 -3%
NPC
34
National Planning Corporation
California
$583K +$83.8K +2,360 +17%
FAAS
35
First Allied Advisory Services
California
$558K – – –
LCM
36
Liberty Capital Management
Michigan
$435K – – –
TH
37
Timber Hill
Connecticut
$417K -$955K -26,940 -70%
SPC
38
Sigma Planning Corp
Michigan
$356K +$58.2K +1,640 +20%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$353K -$29.1K -820 -8%
FCAG
40
First Capital Advisors Group
New Jersey
$335K +$335K +9,448 New
AG
41
Advisor Group
Arizona
$317K +$7.36K +208 +2%
AMG
42
Asset Management Group
Connecticut
$316K -$11.2K -316 -3%
WP
43
WealthSource Partners
California
$277K +$40K +1,128 +17%
Creative Planning
44
Creative Planning
Kansas
$271K – – –
CS
45
Comerica Securities
Michigan
$260K +$260K +7,328 New
OCG
46
Opus Capital Group
Ohio
$256K -$11.5K -324 -4%
GRP
47
Global Retirement Partners
California
$256K – – –
SWP
48
Stratos Wealth Partners
Ohio
$227K +$227K +6,408 New
BOTW
49
Bank of the West
California
$225K – – –
AFP
50
Ausdal Financial Partners
Iowa
$224K -$15.6K -440 -7%
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