iShares Morningstar US Equity ETF
ILCB
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
122% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 18
12% more capital invested
Capital invested by funds: $218M → $245M (+$27.1M)
10% more funds holding
Funds holding: 78 → 86 (+8)
3.75% more ownership
Funds ownership: 102.97% → 106.72% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.79M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.43M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$2.89M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.54M |
| 2 |
JP Morgan Chase
New York
|
-$2.61M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 4 |
Morgan Stanley
New York
|
-$905K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$835K |
ILCB Hedge Fund Activity: Q3 2017 in Review
86 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2017, worth a combined $245M — up 12% from $218M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ILCB positions and 5 closed out — a net gain of 8 holders — while 40 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, adding an estimated $4.79M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $3.54M sold.
- 86 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2017, up from 78 in Q2 2017.
- Funds reported $245M of iShares Morningstar US Equity ETF stock for Q3 2017, up 12% quarter-over-quarter.
- 13 funds opened new iShares Morningstar US Equity ETF positions in Q3 2017 and 5 closed out, a net change of +8 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q3 2017 was Jane Street, an estimated $4.79M added.
- The largest iShares Morningstar US Equity ETF seller in Q3 2017 was Raymond James & Associates, an estimated $3.54M sold.
Based on aggregated 13F filings for Q3 2017.