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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.07M
2
Osaic Holdings
Osaic Holdings
Arizona
+$528K
3
AIC
Ameritas Investment Company
Nebraska
+$349K
4
AAS
Avantax Advisory Services
Texas
+$331K
5
AIP
Almanack Investment Partners
Pennsylvania
+$278K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.51M
2
EH
Equitable Holdings
New York
-$5.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.26M
4
FP
Financial Perspectives
Minnesota
-$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$1.59M +$230K +3,788 +17%
Citigroup
27
Citigroup
New York
$1.44M -$45.7K -753 -3%
SWM
28
SeaCrest Wealth Management
New York
$1.34M -$7.35K -121 -0.5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$29.3K -483 -2%
PAG
30
Private Advisor Group
New Jersey
$1.19M -$40.8K -671 -3%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$1.1M -$188K -3,094 -15%
RT
32
Rockland Trust
Massachusetts
$1.1M -$62.9K -1,035 -5%
AssetMark Inc
33
AssetMark Inc
California
$1.07M +$1.07M +17,582 New
GRP
34
Global Retirement Partners
California
$973K -$15.7K -258 -2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$953K -$123 -2 -0%
WMA
36
Wealth Management Associates
New Jersey
$910K -$6.92K -114 -0.8%
SFS
37
Sowell Financial Services
Arkansas
$884K -$1.95M -32,151 -69%
IWM
38
IHT Wealth Management
Illinois
$822K -$47.1K -775 -5%
LCM
39
Liberty Capital Management
Michigan
$745K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$709K +$12.8K +211 +2%
FFN
41
Focus Financial Network
Minnesota
$638K – – –
Truist Financial
42
Truist Financial
North Carolina
$613K – – –
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$604K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$559K +$81.5K +1,340 +17%
DIA
45
Dana Investment Advisors
Wisconsin
$538K – – –
SC
46
Scotia Capital
Ontario, Canada
$535K – – –
BS
47
Boenning & Scattergood
Pennsylvania
$522K +$156K +2,577 +43%
CWM
48
Cornerstone Wealth Management
Missouri
$521K -$67.5K -1,111 -11%
LC
49
Landaas & Company
Wisconsin
$514K +$61 +1 +0%
WP
50
WealthSource Partners
California
$514K +$2.79K +46 +0.5%
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