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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

161 hedge funds and large institutions have $308M invested in iShares Morningstar US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
48
Reduced
43
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$5.98M
3
Citadel Advisors
Citadel Advisors
Florida
$2.46M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.02M
5
HSG
Helen Stephens Group
Texas
$852K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$637K
4
Bank of America
Bank of America
North Carolina
$9.46M
5
Wells Fargo
Wells Fargo
California
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$2.11M +$51.5K +685 +3%
JWCA
27
J.W. Cole Advisors
Florida
$2M +$42.3K +563 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$2M -$19.4K -258 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.98M +$9.32K +124 +0.5%
GRP
30
Global Retirement Partners
California
$1.79M +$70.1K +933 +4%
WCF
31
West Coast Financial
California
$1.62M -$123K -1,639 -7%
AWA
32
Arete Wealth Advisors
Illinois
$1.5M +$331K +4,407 +28%
SMWM
33
Silvia McColl Wealth Management
California
$1.45M – – –
Goldman Sachs
34
Goldman Sachs
New York
$1.44M – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$1.29M – – –
AT
36
American Trust
Kentucky
$1.17M +$4.29K +57 +0.4%
OIA
37
OneDigital Investment Advisors
Kansas
$1.17M +$641K +8,527 +122%
MBI
38
May Barnhard Investments
Maryland
$1.16M – – –
Mariner
39
Mariner
Kansas
$1.1M +$83.6K +1,112 +8%
PA
40
PFG Advisors
Arizona
$1.09M -$120K -1,602 -10%
D
41
Dentgroup
Louisiana
$1.09M -$81K -1,077 -7%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.04M -$14.4K -192 -1%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$1.02M +$1.02M +13,513 New
PAG
44
Private Advisor Group
New Jersey
$1.01M -$98.2K -1,306 -9%
MCC
45
Money Concepts Capital
Florida
$994K +$5.64K +75 +0.6%
WMA
46
Wealth Management Associates
New Jersey
$976K – – –
LCM
47
Liberty Capital Management
Michigan
$922K – – –
SWM
48
SeaCrest Wealth Management
New York
$892K +$150K +1,995 +20%
CFGS
49
Concourse Financial Group Securities
Alabama
$891K -$4.81K -64 -0.5%
HSG
50
Helen Stephens Group
Texas
$852K +$852K +11,340 New
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