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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

68 hedge funds and large institutions have $202M invested in iShares Morningstar US Equity ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.6M
2
Jane Street
Jane Street
New York
+$6.12M
3
Bessemer Group
Bessemer Group
New Jersey
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.21M

Top Sellers

1
GWM
Greenwich Wealth Management
Connecticut
-$9.38M
2
Wells Fargo
Wells Fargo
California
-$4.27M
3
CAG
Crestwood Advisors Group
Massachusetts
-$1.36M
4
SWPG
Strategic Wealth Partners Group
Illinois
-$1.3M
5
GLA
Good Life Advisors
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$219K -$4.25K -120 -2%
CCA
52
Clearwater Capital Advisors
Illinois
$215K – – –
IF
53
Ironwood Financial
Arizona
$194K -$6.66K -188 -3%
WTC
54
WhitTier Trust Company
Nevada
$138K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$129K – – –
GAM
56
Gemmer Asset Management
California
$95K +$425 +12 +0.4%
BWA
57
Burt Wealth Advisors
Maryland
$50K +$50K +1,404 New
NFG
58
Next Financial Group
Texas
$49K -$33K -928 -40%
GWM
59
Geneos Wealth Management
Colorado
$40K – – –
ECM
60
Exchange Capital Management
Michigan
$35K – – –
BlackRock
61
BlackRock
New York
$33K -$711 -20 -2%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$2.93K +84 +11%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$22K – – –
US Bancorp
64
US Bancorp
Minnesota
$10K +$10K +268 New
SPIA
65
Steward Partners Investment Advisory
New York
$9K +$9K +280 New
BC
66
Bartlett & Co
Ohio
$7K – – –
FWM
67
Focused Wealth Management
New York
$6K – – –
GWM
68
Greenwich Wealth Management
Connecticut
– -$9.38M -282,828 Closed
SWPG
69
Strategic Wealth Partners Group
Illinois
– -$1.3M -39,036 Closed
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
– -$183K -5,624 Closed
LWA
71
Lowe Wealth Advisors
Maryland
– -$27K -800 Closed
Barclays
72
Barclays
United Kingdom
– -$9K -260 Closed
PFS
73
Physicians Financial Services
North Carolina
– -$6K -200 Closed
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