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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

128 hedge funds and large institutions have $270M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
35
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.39M
2
Osaic Holdings
Osaic Holdings
Arizona
+$806K
3
GRP
Global Retirement Partners
California
+$805K
4
FTUS
Flow Traders U.S.
New York
+$747K
5
Citadel Advisors
Citadel Advisors
Florida
+$636K

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$2.32M
2
Morgan Stanley
Morgan Stanley
New York
-$2.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.67M
4
EH
Equitable Holdings
New York
-$1.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$1.47M +$399K +6,566 +37%
SWM
27
SeaCrest Wealth Management
New York
$1.33M -$8.98K -148 -0.7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$30.7K +506 +2%
SFS
29
Sowell Financial Services
Arkansas
$1.23M +$342K +5,631 +39%
PAG
30
Private Advisor Group
New Jersey
$1.17M -$16.4K -270 -1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$1.1M -$6.13K -101 -0.6%
RT
32
Rockland Trust
Massachusetts
$1.08M -$15.7K -259 -1%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1M – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$965K -$1.31M -21,533 -58%
Citigroup
35
Citigroup
New York
$948K -$492K -8,109 -34%
WMA
36
Wealth Management Associates
New Jersey
$906K -$2.97K -49 -0.3%
SWPG
37
Strategic Wealth Partners Group
Illinois
$829K +$829K +13,652 New
IWM
38
IHT Wealth Management
Illinois
$802K -$20K -330 -2%
LCM
39
Liberty Capital Management
Michigan
$744K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$704K -$3.7K -61 -0.5%
FA
41
Flagstar Advisors
New York
$661K +$661K +10,889 New
FFN
42
Focus Financial Network
Minnesota
$638K – – –
BS
43
Boenning & Scattergood
Pennsylvania
$630K +$109K +1,789 +21%
Truist Financial
44
Truist Financial
North Carolina
$612K – – –
PSF
45
Pacific Sun Financial
California
$567K +$567K +9,340 New
TRCT
46
Tower Research Capital (TRC)
New York
$565K +$7.58K +125 +1%
CCA
47
Cadent Capital Advisors
Oklahoma
$562K +$70.4K +1,160 +14%
HighTower Advisors
48
HighTower Advisors
Illinois
$546K +$546K +8,984 New
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$543K -$60.8K -1,003 -10%
SC
50
Scotia Capital
Ontario, Canada
$540K +$5.82K +96 +1%
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