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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

131 hedge funds and large institutions have $217M invested in iShares Morningstar US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.38M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.03M
3
Jane Street
Jane Street
New York
$726K
4
TC
TownSquare Capital
Utah
$570K
5
AAS
Avantax Advisory Services
Texas
$7.76M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$26.3M
2
W
Wealthquest
Ohio
$679K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.83M
5
SPC
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.57M -$178K -3,390 -10%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$25.7K +489 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.51M -$18.2K -346 -1%
AWS
29
Atria Wealth Solutions
New York
$1.19M +$49.4K +939 +4%
GRP
30
Global Retirement Partners
California
$1.18M -$47.3K -899 -4%
AWM
31
Apollon Wealth Management
South Carolina
$1.05M – – –
SMWM
32
Silvia McColl Wealth Management
California
$1.02M +$1.02M +19,315 New
SWM
33
SeaCrest Wealth Management
New York
$1.02M -$57.4K -1,091 -5%
Goldman Sachs
34
Goldman Sachs
New York
$1.01M – – –
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$858K – – –
D
36
Dentgroup
Louisiana
$820K -$38.6K -734 -5%
Jane Street
37
Jane Street
New York
$726K +$726K +13,783 New
RT
38
Rockland Trust
Massachusetts
$713K -$108K -2,049 -13%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$705K +$2.47K +47 +0.4%
WMA
40
Wealth Management Associates
New Jersey
$705K -$12.2K -232 -2%
CFGS
41
Concourse Financial Group Securities
Alabama
$689K +$25.6K +487 +4%
W
42
Wealthquest
Ohio
$679K -$1.31M -24,835 -66%
BS
43
Boenning & Scattergood
Pennsylvania
$650K -$2.83K -45 -0.4%
FA
44
Flagstar Advisors
New York
$650K -$18K -341 -3%
Citigroup
45
Citigroup
New York
$649K +$8.79K +167 +1%
LCM
46
Liberty Capital Management
Michigan
$645K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$632K +$77.2K +1,467 +14%
TC
48
TownSquare Capital
Utah
$570K +$570K +10,821 New
IWM
49
IHT Wealth Management
Illinois
$561K -$112K -2,119 -17%
TRCT
50
Tower Research Capital (TRC)
New York
$541K +$26.6K +505 +5%
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