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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
40
Reduced
56
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.15M
3
MCC
Money Concepts Capital
Florida
+$953K
4
UBS Group
UBS Group
Switzerland
+$747K
5
BA
Brightwater Advisory
Florida
+$564K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
JWM
Jackson Wealth Management
Florida
-$9.95M
3
AssetMark Inc
AssetMark Inc
California
-$3.33M
4
EH
Equitable Holdings
New York
-$3.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.9M -$231K -3,186 -11%
JWCA
27
J.W. Cole Advisors
Florida
$1.89M -$71K -980 -4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.89M +$1.19M +16,448 +172%
WCF
29
West Coast Financial
California
$1.68M -$307K -4,242 -15%
GRP
30
Global Retirement Partners
California
$1.66M -$9.57K -132 -0.6%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.62M -$1.15M -15,887 -42%
Goldman Sachs
32
Goldman Sachs
New York
$1.39M – – –
SMWM
33
Silvia McColl Wealth Management
California
$1.38M – – –
Citadel Advisors
34
Citadel Advisors
Florida
$1.3M -$1.56M -21,544 -55%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.25M – – –
PA
36
PFG Advisors
Arizona
$1.16M +$1.09K +15 +0.1%
AT
37
American Trust
Kentucky
$1.13M +$67.8K +936 +6%
D
38
Dentgroup
Louisiana
$1.12M +$3.26K +45 +0.3%
AWA
39
Arete Wealth Advisors
Illinois
$1.12M +$17K +235 +2%
MBI
40
May Barnhard Investments
Maryland
$1.12M – – –
PAG
41
Private Advisor Group
New Jersey
$1.07M -$125K -1,719 -10%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.02M +$57.2K +789 +6%
SWPG
43
Strategic Wealth Partners Group
Illinois
$1.02M -$93.8K -1,295 -8%
Mariner
44
Mariner
Kansas
$979K +$545K +7,515 +125%
WMA
45
Wealth Management Associates
New Jersey
$976K -$15.3K -204 -2%
MCC
46
Money Concepts Capital
Florida
$953K +$953K +13,146 New
LCM
47
Liberty Capital Management
Michigan
$888K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$863K -$10.7K -148 -1%
Citigroup
49
Citigroup
New York
$789K +$40.5K +559 +5%
RT
50
Rockland Trust
Massachusetts
$773K -$12K -166 -2%
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