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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

93 hedge funds and large institutions have $257M invested in iShares Morningstar US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
35
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.18M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.93M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.47M
5
Citigroup
Citigroup
New York
+$979K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$6M
2
TSS
Two Sigma Securities
New York
-$2.93M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.81M
4
Morgan Stanley
Morgan Stanley
New York
-$2.61M
5
Goldman Sachs
Goldman Sachs
New York
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$1.42M +$510K +12,832 +56%
AI
27
Atria Investments
North Carolina
$1.27M +$375K +9,444 +42%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.24M -$136K -3,416 -10%
LFAS
29
Level Four Advisory Services
Texas
$1.22M +$877K +22,068 +254%
SWM
30
SeaCrest Wealth Management
New York
$1.18M +$1.18M +29,640 New
AFNAS
31
American Financial Network Advisory Services
California
$1.13M +$194K +4,876 +21%
IA
32
IFP Advisors
Florida
$1.07M +$29.6K +744 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$973K -$2.81M -70,884 -74%
DIA
34
Dana Investment Advisors
Wisconsin
$911K +$20.7K +520 +2%
IWM
35
IHT Wealth Management
Illinois
$821K +$274K +6,764 +50%
CAN
36
Cetera Advisor Networks
California
$797K +$16.7K +420 +2%
Bessemer Group
37
Bessemer Group
New Jersey
$636K – – –
VFA
38
Voya Financial Advisors
Connecticut
$634K -$7.02K -176 -1%
SPC
39
Sigma Planning Corp
Michigan
$626K +$227K +5,724 +57%
FAAS
40
First Allied Advisory Services
California
$590K -$30.6K -768 -5%
LNC
41
Lincoln National Corp
Pennsylvania
$522K +$522K +13,140 New
LCM
42
Liberty Capital Management
Michigan
$506K – – –
GG
43
GenWealth Group
New Jersey
$504K – – –
Goldman Sachs
44
Goldman Sachs
New York
$405K -$1.78M -44,684 -81%
GRP
45
Global Retirement Partners
California
$398K +$104K +2,632 +36%
LC
46
Landaas & Company
Wisconsin
$374K +$14.9K +376 +4%
AMG
47
Asset Management Group
Connecticut
$359K +$3.18K +80 +0.9%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$356K -$26.6K -668 -7%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$344K -$56.5K -1,420 -14%
PA
50
PFG Advisors
Arizona
$329K +$329K +8,276 New
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