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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54M
2
JWM
Jackson Wealth Management
Florida
$9.95M
3
Wells Fargo
Wells Fargo
California
$7.38M
4
AssetMark Inc
AssetMark Inc
California
$3.09M
5
Ameriprise
Ameriprise
Minnesota
$30.8M

Top Sellers

1
EH
Equitable Holdings
New York
$33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.11M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.6M
4
Truist Financial
Truist Financial
North Carolina
$0
5
AWM
Apollon Wealth Management
South Carolina
$672K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.38M -$123K -1,868 -5%
QS
27
Quantitative Strategies
California
$2.33M +$43.4K +660 +2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.93M -$105K -1,596 -5%
WCF
29
West Coast Financial
California
$1.81M -$29.8K -453 -2%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.8M -$30.8K -469 -2%
JWCA
31
J.W. Cole Advisors
Florida
$1.78M -$11.7K -178 -0.7%
AWS
32
Atria Wealth Solutions
New York
$1.58M +$5.85K +89 +0.4%
GRP
33
Global Retirement Partners
California
$1.51M -$93.9K -1,432 -6%
SMWM
34
Silvia McColl Wealth Management
California
$1.27M – – –
Goldman Sachs
35
Goldman Sachs
New York
$1.26M – – –
SWM
36
SeaCrest Wealth Management
New York
$1.2M -$30.8K -476 -3%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.13M +$15.3K +233 +1%
PAG
38
Private Advisor Group
New Jersey
$1.08M -$197 -3 -0%
PA
39
PFG Advisors
Arizona
$1.05M +$45.1K +686 +4%
FFN
40
Focus Financial Network
Minnesota
$1.02M +$608K +9,243 +148%
D
41
Dentgroup
Louisiana
$1.02M -$12.8K -194 -1%
MBI
42
May Barnhard Investments
Maryland
$1.02M +$1.02M +15,465 New
SWPG
43
Strategic Wealth Partners Group
Illinois
$1.01M +$3.35K +51 +0.3%
AWA
44
Arete Wealth Advisors
Illinois
$1M +$1M +15,273 New
AT
45
American Trust
Kentucky
$961K -$35.5K -540 -4%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$873K -$789 -12 -0.1%
WMA
47
Wealth Management Associates
New Jersey
$867K +$1.18K +18 +0.1%
LCM
48
Liberty Capital Management
Michigan
$806K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$793K -$45.2K -688 -5%
RT
50
Rockland Trust
Massachusetts
$713K -$49.5K -752 -6%
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