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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $261M invested in iShares Morningstar US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.91M
2
PAG
Private Advisor Group
New Jersey
+$3.02M
3
UBS Group
UBS Group
Switzerland
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.47M
5
FCAG
First Capital Advisors Group
New Jersey
+$1.23M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$3.05M
2
CA
Cetera Advisors
Colorado
-$2.31M
3
Morgan Stanley
Morgan Stanley
New York
-$2.12M
4
LFAS
Level Four Advisory Services
Texas
-$1.22M
5
AFNAS
American Financial Network Advisory Services
California
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$346K -$157K -4,108 -31%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$346K +$3.22K +84 +0.9%
PA
53
PFG Advisors
Arizona
$307K -$10.4K -272 -3%
WP
54
WealthSource Partners
California
$305K +$1.23K +32 +0.4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$303K +$20.8K +544 +7%
DT
56
Diversified Trust
Tennessee
$294K +$294K +7,680 New
CS
57
Comerica Securities
Michigan
$293K +$13.8K +360 +5%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$282K +$30.7K +800 +12%
OCG
59
Opus Capital Group
Ohio
$265K +$154 +4 +0.1%
AFP
60
Ausdal Financial Partners
Iowa
$259K -$20.9K -544 -7%
Creative Planning
61
Creative Planning
Kansas
$257K -$18.6K -484 -7%
Citadel Advisors
62
Citadel Advisors
Florida
$245K +$245K +6,392 New
EWM
63
Empirical Wealth Management
Washington
$245K +$245K +6,400 New
BOTW
64
Bank of the West
California
$243K – – –
CCA
65
Clearwater Capital Advisors
Illinois
$235K +$2.45K +64 +1%
APA
66
American Portfolios Advisors
New York
$233K +$217K +5,656 +1,360%
IF
67
Ironwood Financial
Arizona
$204K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$168K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$160K +$87.3K +2,288 +120%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149K +$77.4K +2,016 +108%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$126K – – –
GWM
72
Geneos Wealth Management
Colorado
$105K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.9K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$75K +$450 +12 +0.6%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$57K – – –
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