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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $279M invested in iShares Morningstar US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
24
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$21.6M
2
MML Investors Services
MML Investors Services
Massachusetts
+$6.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.09M
4
Ameriprise
Ameriprise
Minnesota
+$706K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$528K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
2
LPL Financial
LPL Financial
California
-$3.29M
3
EH
Equitable Holdings
New York
-$2.43M
4
IDA
Intelligence Driven Advisers
California
-$2.2M
5
JWCA
J.W. Cole Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.17M -$311K -6,372 -21%
SWM
27
SeaCrest Wealth Management
New York
$1.1M -$104K -2,124 -9%
IA
28
IFG Advisory
Georgia
$1.04M -$10.9K -224 -1%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.02M -$351K -7,192 -26%
RT
30
Rockland Trust
Massachusetts
$973K -$255K -5,240 -21%
SWPG
31
Strategic Wealth Partners Group
Illinois
$888K -$36.1K -740 -4%
KAS
32
Kestra Advisory Services
Texas
$854K +$854K +264 New
GRP
33
Global Retirement Partners
California
$793K -$69.4K -1,424 -8%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$793K – – –
WMA
35
Wealth Management Associates
New Jersey
$778K -$28.7K -588 -4%
IWM
36
IHT Wealth Management
Illinois
$738K +$39K +800 +6%
CFGS
37
Concourse Financial Group Securities
Alabama
$678K +$27.7K +568 +4%
M&T Bank
38
M&T Bank
New York
$585K – – –
MA
39
Mutual Advisors
Nebraska
$579K +$3.71K +76 +0.6%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$570K +$50.9K +1,044 +10%
GG
41
GenWealth Group
New Jersey
$569K -$39.6K -800 -7%
PSF
42
Pacific Sun Financial
California
$503K -$7.8K -160 -2%
Citadel Advisors
43
Citadel Advisors
Florida
$489K -$3.39M -69,504 -87%
PA
44
PFG Advisors
Arizona
$489K +$396 +8 +0.1%
EFSCE
45
Enterprise Financial Services Corp (EFSC)
Missouri
$485K -$13.8K -284 -3%
CWM
46
Cornerstone Wealth Management
Missouri
$481K -$98.3K -2,016 -17%
DIA
47
Dana Investment Advisors
Wisconsin
$432K – – –
LC
48
Landaas & Company
Wisconsin
$418K -$12.5K -256 -3%
WP
49
WealthSource Partners
California
$409K +$1.37K +28 +0.3%
CAN
50
Cetera Advisor Networks
California
$404K -$639K -13,100 -61%
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