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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% 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
22
Increased
33
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.65M
3
GM
GeoWealth Management
Illinois
$1.43M
4
Ameriprise
Ameriprise
Minnesota
$41.1M
5
AWM
Apollon Wealth Management
South Carolina
$1.38M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.3M
2
EH
Equitable Holdings
New York
$45.8M
3
Bank of America
Bank of America
North Carolina
$11.9M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.42M -$18.5K -278 -1%
AssetMark Inc
27
AssetMark Inc
California
$1.39M -$210K -3,158 -13%
SWM
28
SeaCrest Wealth Management
New York
$1.39M -$58.6K -882 -4%
AWM
29
Apollon Wealth Management
South Carolina
$1.38M +$1.38M +20,740 New
Goldman Sachs
30
Goldman Sachs
New York
$1.27M -$1.5M -22,629 -54%
AT
31
American Trust
Kentucky
$1.26M +$1.26M +18,896 New
PAG
32
Private Advisor Group
New Jersey
$1.22M -$62.9K -947 -5%
RT
33
Rockland Trust
Massachusetts
$1.15M -$35.9K -540 -3%
Citigroup
34
Citigroup
New York
$1.03M -$4.25K -64 -0.4%
D
35
Dentgroup
Louisiana
$1.02M +$1.02M +15,338 New
WMA
36
Wealth Management Associates
New Jersey
$973K -$18.5K -279 -2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$972K – – –
IWM
38
IHT Wealth Management
Illinois
$882K +$4.58K +69 +0.5%
SWPG
39
Strategic Wealth Partners Group
Illinois
$837K -$69.4K -1,045 -8%
FA
40
Flagstar Advisors
New York
$815K +$92.2K +1,389 +13%
LCM
41
Liberty Capital Management
Michigan
$814K – – –
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$799K +$799K +12,028 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$789K -$410K -6,173 -34%
CFGS
44
Concourse Financial Group Securities
Alabama
$775K +$3.79K +57 +0.5%
FFN
45
Focus Financial Network
Minnesota
$698K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$691K +$94.7K +1,426 +16%
BS
47
Boenning & Scattergood
Pennsylvania
$687K -$2.26K -34 -0.3%
Truist Financial
48
Truist Financial
North Carolina
$669K – – –
PSF
49
Pacific Sun Financial
California
$620K – – –
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$595K – – –
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