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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

94 hedge funds and large institutions have $332M invested in iShares Morningstar US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
37
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.67M
3
LPL Financial
LPL Financial
California
+$7.6M
4
PAG
Private Advisor Group
New Jersey
+$1.83M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.29M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.3M
2
Jane Street
Jane Street
New York
-$6.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.32M
4
Bank of America
Bank of America
North Carolina
-$964K
5
Mariner
Mariner
Kansas
-$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthSource Partners
California
$337K +$1.69K +40 +0.5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$333K +$505 +12 +0.2%
CS
53
Comerica Securities
Michigan
$323K – – –
SPC
54
Sigma Planning Corp
Michigan
$301K -$109K -2,588 -27%
PA
55
PFG Advisors
Arizona
$294K -$13.6K -340 -4%
Creative Planning
56
Creative Planning
Kansas
$292K +$10.6K +252 +4%
OCG
57
Opus Capital Group
Ohio
$291K +$337 +8 +0.1%
AFP
58
Ausdal Financial Partners
Iowa
$284K – – –
EWM
59
Empirical Wealth Management
Washington
$269K – – –
BOTW
60
Bank of the West
California
$267K – – –
Bessemer Group
61
Bessemer Group
New Jersey
$219K – – –
IF
62
Ironwood Financial
Arizona
$218K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K +$40.5K +964 +24%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$203K +$203K +4,800 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$148K +$10.1K +240 +7%
GWM
66
Geneos Wealth Management
Colorado
$115K – – –
US Bancorp
67
US Bancorp
Minnesota
$114K +$17.4K +416 +18%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.8K – – –
FHA
69
Flagship Harbor Advisors
Massachusetts
$89K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$85K +$339 +8 +0.4%
KF
71
Krilogy Financial
Missouri
$85K +$85K +2,028 New
BlackRock
72
BlackRock
New York
$60K – – –
RFC
73
Regions Financial Corp
Alabama
$52K – – –
BWM
74
BerganKDV Wealth Management
Minnesota
$51K – – –
GAM
75
Gemmer Asset Management
California
$37K +$171 +4 +0.5%
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