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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

86 hedge funds and large institutions have $245M invested in iShares Morningstar US Equity ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.85M
2
Ameriprise
Ameriprise
Minnesota
+$3.47M
3
TSS
Two Sigma Securities
New York
+$2.93M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.85M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$3.54M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1M
4
Morgan Stanley
Morgan Stanley
New York
-$916K
5
GLA
Good Life Advisors
Pennsylvania
-$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.57M +$233K +6,176 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.43M +$507K +13,464 +55%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.3M +$312K +8,276 +32%
TG
29
Threshold Group
Washington
$1M -$14.5K -384 -1%
TRCT
30
Tower Research Capital (TRC)
New York
$992K +$992K +26,344 New
IA
31
IFP Advisors
Florida
$987K -$140K -3,728 -12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$986K +$355K +9,424 +56%
AFNAS
33
American Financial Network Advisory Services
California
$885K +$885K +23,500 New
AG
34
Advisor Group
Arizona
$861K +$488K +12,964 +131%
AI
35
Atria Investments
North Carolina
$849K +$421K +11,188 +98%
DIA
36
Dana Investment Advisors
Wisconsin
$844K +$309K +8,212 +58%
NPC
37
National Planning Corporation
California
$763K +$83.5K +2,216 +12%
CAN
38
Cetera Advisor Networks
California
$741K – – –
VFA
39
Voya Financial Advisors
Connecticut
$605K -$28.7K -764 -5%
Bessemer Group
40
Bessemer Group
New Jersey
$603K – – –
FAAS
41
First Allied Advisory Services
California
$587K -$3.92K -104 -0.7%
IWM
42
IHT Wealth Management
Illinois
$511K +$206K +5,440 +68%
LCM
43
Liberty Capital Management
Michigan
$473K – – –
GG
44
GenWealth Group
New Jersey
$456K +$17.2K +456 +4%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$380K +$66.2K +1,752 +21%
SPC
46
Sigma Planning Corp
Michigan
$378K +$79.8K +2,120 +27%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$362K – – –
LC
48
Landaas & Company
Wisconsin
$340K +$340K +9,032 New
AMG
49
Asset Management Group
Connecticut
$337K +$1.36K +36 +0.4%
LFAS
50
Level Four Advisory Services
Texas
$327K +$327K +8,672 New
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