ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $261M invested in iShares Morningstar US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.91M
2
PAG
Private Advisor Group
New Jersey
+$3.02M
3
UBS Group
UBS Group
Switzerland
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.47M
5
FCAG
First Capital Advisors Group
New Jersey
+$1.23M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$3.05M
2
CA
Cetera Advisors
Colorado
-$2.31M
3
Morgan Stanley
Morgan Stanley
New York
-$2.12M
4
LFAS
Level Four Advisory Services
Texas
-$1.22M
5
AFNAS
American Financial Network Advisory Services
California
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.21M -$18.6K -484 -2%
AG
27
Advisor Group
Arizona
$1.2M -$173K -4,508 -13%
SWM
28
SeaCrest Wealth Management
New York
$1.12M -$17.6K -460 -2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.1M -$90.7K -2,364 -8%
IA
30
IFP Advisors
Florida
$1.07M – – –
TA
31
Tiedemann Advisors
New York
$994K +$994K +25,924 New
HighTower Advisors
32
HighTower Advisors
Illinois
$933K -$7.36K -192 -0.8%
DIA
33
Dana Investment Advisors
Wisconsin
$869K -$10.1K -264 -1%
Mariner
34
Mariner
Kansas
$843K +$843K +22,000 New
IWM
35
IHT Wealth Management
Illinois
$778K +$17.3K +460 +2%
TSS
36
Two Sigma Securities
New York
$714K +$714K +18,620 New
CAN
37
Cetera Advisor Networks
California
$688K -$79.1K -2,068 -10%
Bessemer Group
38
Bessemer Group
New Jersey
$613K – – –
SPC
39
Sigma Planning Corp
Michigan
$611K +$6.75K +176 +1%
VFA
40
Voya Financial Advisors
Connecticut
$600K -$3.03K -80 -0.5%
GRP
41
Global Retirement Partners
California
$563K +$179K +4,656 +46%
FAAS
42
First Allied Advisory Services
California
$562K -$5.36K -140 -0.9%
SWP
43
Stratos Wealth Partners
Ohio
$508K +$216K +5,624 +74%
LCM
44
Liberty Capital Management
Michigan
$470K – – –
GG
45
GenWealth Group
New Jersey
$464K – – –
CF
46
Centaurus Financial
California
$418K +$127K +3,312 +44%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$382K +$50.3K +1,312 +15%
PSF
48
Pacific Sun Financial
California
$366K +$366K +9,540 New
LC
49
Landaas & Company
Wisconsin
$351K -$9.66K -252 -3%
AMG
50
Asset Management Group
Connecticut
$348K +$1.38K +36 +0.4%
1
2
3 4 5