ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$850K
3
PA
PFG Advisors
Arizona
+$506K
4
AWA
Arete Wealth Advisors
Illinois
+$488K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$343K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$1.52M
4
UBS Group
UBS Group
Switzerland
-$994K
5
EH
Equitable Holdings
New York
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.8M +$15.1K +247 +0.8%
WCF
27
West Coast Financial
California
$1.8M -$125K -2,053 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.73M -$87.5K -1,432 -5%
JWCA
29
J.W. Cole Advisors
Florida
$1.7M -$71.2K -1,166 -4%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.63M -$63.7K -1,043 -4%
Citadel Advisors
31
Citadel Advisors
Florida
$1.46M +$41.8K +685 +3%
AWS
32
Atria Wealth Solutions
New York
$1.43M +$69K +1,130 +5%
GRP
33
Global Retirement Partners
California
$1.39M -$5.68K -93 -0.4%
SMWM
34
Silvia McColl Wealth Management
California
$1.18M – – –
Goldman Sachs
35
Goldman Sachs
New York
$1.17M – – –
SWM
36
SeaCrest Wealth Management
New York
$1.16M -$8.25K -135 -0.7%
AWM
37
Apollon Wealth Management
South Carolina
$1.16M – – –
AT
38
American Trust
Kentucky
$1.02M +$81.1K +1,327 +9%
PAG
39
Private Advisor Group
New Jersey
$1.02M -$550 -9 -0.1%
D
40
Dentgroup
Louisiana
$957K +$2.57K +42 +0.3%
PA
41
PFG Advisors
Arizona
$934K +$506K +8,278 +118%
SWPG
42
Strategic Wealth Partners Group
Illinois
$933K +$977 +16 +0.1%
CFGS
43
Concourse Financial Group Securities
Alabama
$812K +$11.8K +193 +1%
WMA
44
Wealth Management Associates
New Jersey
$812K -$6.41K -105 -0.8%
RT
45
Rockland Trust
Massachusetts
$761K -$27.2K -445 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$761K +$29.9K +490 +4%
FA
47
Flagstar Advisors
New York
$759K +$78.1K +1,279 +11%
LCM
48
Liberty Capital Management
Michigan
$749K – – –
DI
49
DFPG Investments
Utah
$739K -$5.03K -80 -0.7%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$730K -$115K -1,882 -14%
1
2
3 4 5