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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $236M invested in iShares Morningstar US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
26
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.89M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.06M
4
RT
Rockland Trust
Massachusetts
+$1.01M
5
TSS
Two Sigma Securities
New York
+$582K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.02B
2
LPL Financial
LPL Financial
California
-$6.27M
3
FCAG
First Capital Advisors Group
New Jersey
-$3.99M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.78M
5
Wells Fargo
Wells Fargo
California
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.44M +$1.44M +40,256 New
AI
27
Atria Investments
North Carolina
$1.43M +$75.6K +2,120 +6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$1.06M +29,616 +842%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.03M -$127K -3,572 -11%
RT
30
Rockland Trust
Massachusetts
$1.01M +$1.01M +28,272 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$991K -$744K -20,880 -43%
SWM
32
SeaCrest Wealth Management
New York
$976K +$285 +8 +0%
TA
33
Tiedemann Advisors
New York
$844K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$839K -$238K -6,672 -22%
CAN
35
Cetera Advisor Networks
California
$825K +$114K +3,180 +16%
IA
36
IFP Advisors
Florida
$817K -$104K -2,952 -11%
DIA
37
Dana Investment Advisors
Wisconsin
$814K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$678K -$131K -3,668 -16%
GRP
39
Global Retirement Partners
California
$597K +$12.3K +344 +2%
VFA
40
Voya Financial Advisors
Connecticut
$586K +$20.8K +588 +4%
TSS
41
Two Sigma Securities
New York
$582K +$582K +16,332 New
CFGS
42
Concourse Financial Group Securities
Alabama
$569K +$543K +15,252 +2,118%
WMA
43
Wealth Management Associates
New Jersey
$558K +$558K +15,656 New
CA
44
Cetera Advisors
Colorado
$539K +$539K +15,296 New
FCAG
45
First Capital Advisors Group
New Jersey
$510K -$3.99M -111,784 -89%
IWM
46
IHT Wealth Management
Illinois
$489K -$130K -3,656 -21%
LCM
47
Liberty Capital Management
Michigan
$437K – – –
GG
48
GenWealth Group
New Jersey
$421K – – –
LC
49
Landaas & Company
Wisconsin
$405K +$44.5K +1,248 +12%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$396K +$3K +84 +0.8%
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