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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

123 hedge funds and large institutions have $235M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
36
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$12.5M
2
FTUS
2
Flow Traders U.S.
New York
$2.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$929K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Ameriprise
2
Ameriprise
Minnesota
$28.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.07M
4
LPL Financial
4
LPL Financial
California
$11M
5
EH
5
Equitable Holdings
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.79M -$81.7K -1,572 -4%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.6M +$22.3K +429 +1%
GRP
28
Global Retirement Partners
California
$1.31M -$10.1K -195 -0.8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$25.5K +491 +2%
SWM
30
SeaCrest Wealth Management
New York
$1.06M +$104 +2 +0%
AWM
31
Apollon Wealth Management
South Carolina
$1.06M – – –
AWS
32
Atria Wealth Solutions
New York
$1.03M -$207K -3,984 -17%
Goldman Sachs
33
Goldman Sachs
New York
$994K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$929K +$570K +10,957 +158%
PAG
35
Private Advisor Group
New Jersey
$899K -$4.73K -91 -0.5%
D
36
Dentgroup
Louisiana
$843K +$2.39K +46 +0.3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$834K – – –
RT
38
Rockland Trust
Massachusetts
$816K -$26.9K -517 -3%
AT
39
American Trust
Kentucky
$726K -$293K -5,629 -29%
WMA
40
Wealth Management Associates
New Jersey
$707K -$54.1K -1,042 -7%
CFGS
41
Concourse Financial Group Securities
Alabama
$664K +$27.9K +537 +4%
LCM
42
Liberty Capital Management
Michigan
$637K – – –
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$628K +$1.56K +30 +0.2%
IWM
44
IHT Wealth Management
Illinois
$611K +$520 +10 +0.1%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$607K +$460K +8,852 +312%
FA
46
Flagstar Advisors
New York
$588K -$58.3K -1,122 -9%
Citigroup
47
Citigroup
New York
$577K +$36.8K +709 +7%
BS
48
Boenning & Scattergood
Pennsylvania
$538K +$831 +16 +0.2%
SWPG
49
Strategic Wealth Partners Group
Illinois
$525K +$624 +12 +0.1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$524K +$67.5K +1,300 +15%
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