ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $236M invested in iShares Morningstar US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
26
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.89M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.06M
4
RT
Rockland Trust
Massachusetts
+$1.01M
5
TSS
Two Sigma Securities
New York
+$582K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.02B
2
LPL Financial
LPL Financial
California
-$6.27M
3
FCAG
First Capital Advisors Group
New Jersey
-$3.99M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.78M
5
Wells Fargo
Wells Fargo
California
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$340K -$26.9K -752 -7%
AMG
52
Asset Management Group
Connecticut
$328K +$3.14K +88 +1%
SB
53
Strategic Blueprint
Georgia
$306K +$306K +8,600 New
SWP
54
Stratos Wealth Partners
Ohio
$295K -$161K -4,524 -35%
WP
55
WealthSource Partners
California
$288K +$3.27K +92 +1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$283K +$998 +28 +0.4%
PA
57
PFG Advisors
Arizona
$282K -$3.57K -92 -1%
CS
58
Comerica Securities
Michigan
$274K +$2K +56 +0.7%
Jane Street
59
Jane Street
New York
$268K -$106K -2,968 -28%
MA
60
MUFG Americas
New York
$266K +$259K +7,260 +3,704%
SPC
61
Sigma Planning Corp
Michigan
$255K +$285 +8 +0.1%
OCG
62
Opus Capital Group
Ohio
$247K +$428 +12 +0.2%
Creative Planning
63
Creative Planning
Kansas
$239K -$9K -252 -4%
EWM
64
Empirical Wealth Management
Washington
$228K – – –
BOTW
65
Bank of the West
California
$226K – – –
RJA
66
Raymond James & Associates
Florida
$223K +$223K +6,248 New
Northern Trust
67
Northern Trust
Illinois
$204K +$204K +5,720 New
PFBT
68
Parkside Financial Bank & Trust
Missouri
$196K +$196K +5,504 New
NFG
69
Next Financial Group
Texas
$195K +$184K +5,152 +1,651%
IF
70
Ironwood Financial
Arizona
$185K – – –
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$157K -$170K -4,768 -52%
GWM
72
Geneos Wealth Management
Colorado
$97K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.5K – – –
FHA
74
Flagship Harbor Advisors
Massachusetts
$67K -$7.02K -200 -9%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$64K -$7.24K -204 -10%
1 2
3
4 5