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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

120 hedge funds and large institutions have $264M invested in iShares Morningstar US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
31
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.9M
2
AWM
AE Wealth Management
Kansas
+$3.91M
3
SS
Simplicity Solutions
Minnesota
+$3.9M
4
AAS
Avantax Advisory Services
Texas
+$485K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$403K

Top Sellers

1
Axa
Axa
France
-$41.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.44M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.5M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.77M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$2.07M +$94.4K +2,048 +5%
JWCA
27
J.W. Cole Advisors
Florida
$1.96M +$1.96M +42,592 New
PAG
28
Private Advisor Group
New Jersey
$1.92M -$80.4K -1,744 -4%
Citigroup
29
Citigroup
New York
$1.82M +$17.2K +372 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.62M +$43.4K +940 +3%
PA
31
Procyon Advisors
Connecticut
$1.4M +$1.4M +30,412 New
SWM
32
SeaCrest Wealth Management
New York
$1.25M +$184 +4 +0%
RT
33
Rockland Trust
Massachusetts
$1.2M -$21K -456 -2%
CAN
34
Cetera Advisor Networks
California
$978K -$5.54K -120 -0.6%
IA
35
IFG Advisory
Georgia
$977K -$4.43K -96 -0.5%
VFA
36
Voya Financial Advisors
Connecticut
$843K -$112K -2,440 -12%
GRP
37
Global Retirement Partners
California
$828K -$5.16K -112 -0.6%
IWM
38
IHT Wealth Management
Illinois
$815K -$1.48K -32 -0.2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$795K -$5.44M -117,972 -87%
WMA
40
Wealth Management Associates
New Jersey
$767K – – –
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$717K – – –
CWM
42
Cornerstone Wealth Management
Missouri
$671K -$3.77M -81,828 -85%
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$632K -$81.1K -1,760 -11%
GG
44
GenWealth Group
New Jersey
$615K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$584K -$369 -8 -0.1%
GLA
46
Good Life Advisors
Pennsylvania
$566K +$552 +12 +0.1%
LCM
47
Liberty Capital Management
Michigan
$565K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$552K +$401K +8,704 +266%
PSF
49
Pacific Sun Financial
California
$478K -$37.6K -816 -7%
PA
50
PFG Advisors
Arizona
$477K -$1.49K -32 -0.3%
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