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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$1.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$937K
3
Jane Street
Jane Street
New York
+$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.24M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$858K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
5
Morgan Stanley
Morgan Stanley
New York
-$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$1.64M -$228K -4,039 -12%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.57M -$47.7K -846 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$1.31M -$1.24M -21,899 -49%
GRP
29
Global Retirement Partners
California
$1.28M +$18.8K +335 +1%
AWS
30
Atria Wealth Solutions
New York
$1.26M -$19K -337 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.24M -$725K -12,853 -37%
SMWM
32
Silvia McColl Wealth Management
California
$1.09M – – –
SWM
33
SeaCrest Wealth Management
New York
$1.08M -$8.01K -142 -0.7%
Goldman Sachs
34
Goldman Sachs
New York
$1.08M – – –
AWM
35
Apollon Wealth Management
South Carolina
$1.07M -$56.4K -1,000 -5%
PAG
36
Private Advisor Group
New Jersey
$942K -$9.7K -172 -1%
D
37
Dentgroup
Louisiana
$882K +$3.22K +57 +0.4%
AT
38
American Trust
Kentucky
$880K -$184K -3,220 -17%
SWPG
39
Strategic Wealth Partners Group
Illinois
$855K +$287K +5,119 +50%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$780K +$24.8K +440 +3%
WMA
41
Wealth Management Associates
New Jersey
$756K +$451 +8 +0.1%
CFGS
42
Concourse Financial Group Securities
Alabama
$739K +$1.02K +18 +0.1%
RT
43
Rockland Trust
Massachusetts
$728K -$36.7K -650 -5%
W
44
Wealthquest
Ohio
$707K -$20.5K -364 -3%
LCM
45
Liberty Capital Management
Michigan
$692K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$675K -$2.14K -38 -0.3%
DI
47
DFPG Investments
Utah
$668K +$668K +11,848 New
Citigroup
48
Citigroup
New York
$631K -$63.9K -1,133 -9%
FA
49
Flagstar Advisors
New York
$629K -$67.6K -1,198 -10%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$567K – – –
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