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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

179 hedge funds and large institutions have $557M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
54
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.06M

Top Sellers

1
EH
Equitable Holdings
New York
-$3.51M
2
PAG
Private Advisor Group
New Jersey
-$1.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSA
26
Jim Saulnier & Associates
Colorado
$3.26M +$647K +7,977 +25%
Two Sigma Investments
27
Two Sigma Investments
New York
$3.06M +$3.06M +37,700 New
QS
28
Quantitative Strategies
California
$2.86M +$131K +1,611 +5%
AWA
29
Arete Wealth Advisors
Illinois
$2.61M +$1.74M +21,358 +200%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.51M +$318K +3,918 +15%
GRP
31
Global Retirement Partners
California
$2.41M +$484K +5,965 +25%
AWS
32
Atria Wealth Solutions
New York
$2.33M +$128K +1,574 +6%
JWCA
33
J.W. Cole Advisors
Florida
$2.29M +$22.7K +280 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$2.25M +$1.74M +21,394 +339%
GWS
35
Greykasell Wealth Strategies
California
$2.17M +$2.17M +26,764 New
PFS
36
Prospera Financial Services
Texas
$2.15M -$156K -1,920 -7%
AssetMark Inc
37
AssetMark Inc
California
$1.88M +$1.88M +23,105 +31,651%
SMWM
38
Silvia McColl Wealth Management
California
$1.57M – – –
BCI
39
Brinker Capital Investments
Pennsylvania
$1.51M +$233K +2,873 +18%
OPS
40
Orion Portfolio Solutions
Nebraska
$1.51M +$233K +2,873 +18%
WCF
41
West Coast Financial
California
$1.47M -$105K -1,294 -7%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.39M -$2.6K -32 -0.2%
MCC
43
Money Concepts Capital
Florida
$1.39M +$311K +3,831 +29%
TWM
44
Trinity Wealth Management
Pennsylvania
$1.33M +$16.1K +198 +1%
AT
45
American Trust
Kentucky
$1.29M +$2.84K +35 +0.2%
OIA
46
OneDigital Investment Advisors
Kansas
$1.27M +$4.22K +52 +0.3%
MBI
47
May Barnhard Investments
Maryland
$1.26M – – –
D
48
Dentgroup
Louisiana
$1.17M -$406 -5 -0%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.14M +$80.6K +993 +8%
Mariner
50
Mariner
Kansas
$1.1M -$28.5K -351 -3%
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