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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

94 hedge funds and large institutions have $332M invested in iShares Morningstar US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
37
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.67M
3
LPL Financial
LPL Financial
California
+$7.6M
4
PAG
Private Advisor Group
New Jersey
+$1.83M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.29M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.3M
2
Jane Street
Jane Street
New York
-$6.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.32M
4
Bank of America
Bank of America
North Carolina
-$964K
5
Mariner
Mariner
Kansas
-$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.6M -$68.3K -1,624 -4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.36M +$153K +3,624 +13%
TRCT
28
Tower Research Capital (TRC)
New York
$1.27M -$96.1K -2,284 -7%
SWM
29
SeaCrest Wealth Management
New York
$1.15M -$67.1K -1,596 -6%
IA
30
IFP Advisors
Florida
$1.1M -$35.5K -844 -3%
TA
31
Tiedemann Advisors
New York
$999K -$5.4K -128 -0.5%
DIA
32
Dana Investment Advisors
Wisconsin
$961K -$20.2K -480 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$953K +$5.39K +128 +0.6%
CAN
34
Cetera Advisor Networks
California
$839K +$74.1K +1,760 +10%
WPSG
35
Wealth & Pension Services Group
Georgia
$770K +$770K +18,296 New
IWM
36
IHT Wealth Management
Illinois
$731K -$1.52K -36 -0.2%
GRP
37
Global Retirement Partners
California
$691K +$72.9K +1,732 +12%
VFA
38
Voya Financial Advisors
Connecticut
$674K +$7.75K +184 +1%
SWP
39
Stratos Wealth Partners
Ohio
$539K +$11.1K +264 +2%
LCM
40
Liberty Capital Management
Michigan
$516K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$506K +$506K +12,028 New
GG
42
GenWealth Group
New Jersey
$501K -$13.1K -308 -3%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$463K +$18.8K +448 +4%
Jane Street
44
Jane Street
New York
$441K -$6.84M -162,488 -94%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$432K -$3.03K -72 -0.7%
LC
46
Landaas & Company
Wisconsin
$426K +$337 +8 +0.1%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$386K – – –
AMG
48
Asset Management Group
Connecticut
$383K +$1.68K +40 +0.4%
SG Americas Securities
49
SG Americas Securities
New York
$370K +$370K +8,800 New
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$368K +$33.7K +800 +10%
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