ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

136 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
32
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$7.18M
2
S
Surevest
California
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.19M
4
GRP
Global Retirement Partners
California
+$1.38M
5
AAS
Avantax Advisory Services
Texas
+$452K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.97M
2
EH
Equitable Holdings
New York
-$1.78M
3
SFS
Sowell Financial Services
Arkansas
-$1.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.6M
5
GM
GeoWealth Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$1.5M +$1.5M +23,887 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$104K +1,650 +8%
AssetMark Inc
28
AssetMark Inc
California
$1.43M +$114K +1,818 +9%
GRP
29
Global Retirement Partners
California
$1.38M +$1.38M +25,464 New
SWM
30
SeaCrest Wealth Management
New York
$1.28M -$33.8K -538 -3%
AWM
31
Apollon Wealth Management
South Carolina
$1.28M -$25.1K -400 -2%
AT
32
American Trust
Kentucky
$1.23M +$44.1K +702 +4%
Goldman Sachs
33
Goldman Sachs
New York
$1.2M – – –
PAG
34
Private Advisor Group
New Jersey
$1.09M -$63.4K -1,008 -5%
RT
35
Rockland Trust
Massachusetts
$1.02M -$64.8K -1,030 -6%
D
36
Dentgroup
Louisiana
$1.02M +$52.9K +842 +5%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$986K – – –
WMA
38
Wealth Management Associates
New Jersey
$921K +$377 +6 +0%
FA
39
Flagstar Advisors
New York
$782K +$10.6K +169 +1%
LCM
40
Liberty Capital Management
Michigan
$771K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$769K +$35.8K +570 +5%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$758K +$1.95K +31 +0.3%
IWM
43
IHT Wealth Management
Illinois
$738K -$96.1K -1,529 -12%
Citigroup
44
Citigroup
New York
$653K -$324K -5,163 -33%
BS
45
Boenning & Scattergood
Pennsylvania
$650K -$503 -8 -0.1%
SWPG
46
Strategic Wealth Partners Group
Illinois
$634K -$158K -2,518 -20%
Truist Financial
47
Truist Financial
North Carolina
$633K – – –
PSF
48
Pacific Sun Financial
California
$569K -$17.6K -280 -3%
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$563K – – –
SOS
50
Silver Oak Securities
Tennessee
$561K +$561K +9,048 New
1
2
3 4 5