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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

86 hedge funds and large institutions have $245M invested in iShares Morningstar US Equity ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.85M
2
Ameriprise
Ameriprise
Minnesota
+$3.47M
3
TSS
Two Sigma Securities
New York
+$2.93M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.85M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$3.54M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1M
4
Morgan Stanley
Morgan Stanley
New York
-$916K
5
GLA
Good Life Advisors
Pennsylvania
-$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$314K +$70.2K +1,860 +29%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$303K – – –
WP
53
WealthSource Partners
California
$296K +$1.36K +36 +0.5%
SWP
54
Stratos Wealth Partners
Ohio
$294K -$37.7K -1,000 -11%
GRP
55
Global Retirement Partners
California
$279K – – –
CS
56
Comerica Securities
Michigan
$274K – – –
OCG
57
Opus Capital Group
Ohio
$264K +$602 +16 +0.2%
DADC
58
D.A. Davidson & Co
Montana
$248K +$60.3K +1,600 +32%
Creative Planning
59
Creative Planning
Kansas
$243K -$69.9K -1,856 -22%
BOTW
60
Bank of the West
California
$239K – – –
Citadel Advisors
61
Citadel Advisors
Florida
$238K +$238K +6,328 New
CCA
62
Clearwater Capital Advisors
Illinois
$231K – – –
B
63
Bridgeworth
Alabama
$224K +$224K +5,856 New
IF
64
Ironwood Financial
Arizona
$201K -$5.43K -144 -3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$166K +$166K +4,396 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$123K -$13.1K -348 -10%
BWA
67
Burt Wealth Advisors
Maryland
$105K – – –
GWM
68
Geneos Wealth Management
Colorado
$103K +$60.6K +1,616 +143%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.4K -$30.1K -800 -25%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$78K +$78K +1,988 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$55K +1,460 New
SPIA
72
Steward Partners Investment Advisory
New York
$52K +$38.1K +1,024 +275%
BF
73
BOK Financial
Oklahoma
$44K +$44K +1,160 New
ECM
74
Exchange Capital Management
Michigan
$37K – – –
BlackRock
75
BlackRock
New York
$35K – – –
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