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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $266M invested in iShares Morningstar US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
5
Increased
30
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$27.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.99M
3
Jane Street
Jane Street
New York
+$2.72M
4
FCAG
First Capital Advisors Group
New Jersey
+$1.23M
5
MML Investors Services
MML Investors Services
Massachusetts
+$767K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.9M
2
Bank of America
Bank of America
North Carolina
-$4.36M
3
PAG
Private Advisor Group
New Jersey
-$3.37M
4
MC
Mathes Company
New York
-$2.39M
5
TSS
Two Sigma Securities
New York
-$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$309K +$63.5K +1,652 +26%
WP
52
WealthSource Partners
California
$306K – – –
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$305K +$23K +600 +8%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$304K -$770 -20 -0.3%
PA
55
PFG Advisors
Arizona
$297K -$11.4K -296 -4%
CS
56
Comerica Securities
Michigan
$295K – – –
DT
57
Diversified Trust
Tennessee
$295K – – –
OCG
58
Opus Capital Group
Ohio
$266K – – –
AFP
59
Ausdal Financial Partners
Iowa
$260K – – –
Creative Planning
60
Creative Planning
Kansas
$258K – – –
EWM
61
Empirical Wealth Management
Washington
$246K – – –
BOTW
62
Bank of the West
California
$244K – – –
CCA
63
Clearwater Capital Advisors
Illinois
$236K – – –
Bessemer Group
64
Bessemer Group
New Jersey
$200K -$415K -10,800 -68%
IF
65
Ironwood Financial
Arizona
$200K -$5.55K -144 -3%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$3.99K +104 +3%
APA
67
American Portfolios Advisors
New York
$140K -$93.4K -2,428 -40%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$126K – – –
GWM
69
Geneos Wealth Management
Colorado
$105K – – –
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.3K – – –
US Bancorp
71
US Bancorp
Minnesota
$88K +$70.9K +1,860 +415%
FHA
72
Flagship Harbor Advisors
Massachusetts
$81K +$81K +2,108 New
BWA
73
Burt Wealth Advisors
Maryland
$78K +$37.5K +980 +93%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$77K – – –
B
75
Bridgeworth
Alabama
$76K +$76K +1,984 New
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3
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