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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $266M invested in iShares Morningstar US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
5
Increased
30
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$27.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.99M
3
Jane Street
Jane Street
New York
+$2.72M
4
FCAG
First Capital Advisors Group
New Jersey
+$1.23M
5
MML Investors Services
MML Investors Services
Massachusetts
+$767K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.9M
2
Bank of America
Bank of America
North Carolina
-$4.36M
3
PAG
Private Advisor Group
New Jersey
-$3.37M
4
MC
Mathes Company
New York
-$2.39M
5
TSS
Two Sigma Securities
New York
-$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.25M -$146K -3,800 -10%
AG
27
Advisor Group
Arizona
$1.16M -$37.7K -980 -3%
SWM
28
SeaCrest Wealth Management
New York
$1.12M -$7.7K -200 -0.7%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.1M – – –
IA
30
IFP Advisors
Florida
$1.04M +$308 +8 +0%
TA
31
Tiedemann Advisors
New York
$922K -$82.5K -2,128 -8%
DIA
32
Dana Investment Advisors
Wisconsin
$897K +$25.1K +652 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$865K -$71.4K -1,856 -8%
Mariner
34
Mariner
Kansas
$846K – – –
CAN
35
Cetera Advisor Networks
California
$698K +$6.15K +160 +0.9%
IWM
36
IHT Wealth Management
Illinois
$670K -$127K -3,292 -16%
VFA
37
Voya Financial Advisors
Connecticut
$609K – – –
GRP
38
Global Retirement Partners
California
$565K – – –
FAAS
39
First Allied Advisory Services
California
$563K -$614 -16 -0.1%
SWP
40
Stratos Wealth Partners
Ohio
$483K -$26.8K -696 -5%
LCM
41
Liberty Capital Management
Michigan
$472K – – –
GG
42
GenWealth Group
New Jersey
$466K – – –
CF
43
Centaurus Financial
California
$436K +$16.6K +432 +4%
PSF
44
Pacific Sun Financial
California
$434K +$43.4K +1,060 +11%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$406K +$23.8K +620 +6%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$398K +$51K +1,324 +15%
LC
47
Landaas & Company
Wisconsin
$389K +$36.6K +952 +10%
SPC
48
Sigma Planning Corp
Michigan
$375K -$239K -6,204 -39%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$353K +$184K +4,768 +108%
AMG
50
Asset Management Group
Connecticut
$349K – – –
1
2
3 4