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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

109 hedge funds and large institutions have $234M invested in iShares Morningstar US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.17M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.59M
3
Bank of America
Bank of America
North Carolina
+$2.28M
4
UBS Group
UBS Group
Switzerland
+$2.08M
5
IA
IFG Advisory
Georgia
+$893K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.03M
3
Ameriprise
Ameriprise
Minnesota
-$1.17M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.13M
5
IDA
Intelligence Driven Advisers
California
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$373K – – –
DIA
52
Dana Investment Advisors
Wisconsin
$372K – – –
WP
53
WealthSource Partners
California
$356K – – –
IA
54
IFP Advisors
Florida
$336K +$336K +8,020 New
CA
55
Cetera Advisors
Colorado
$332K -$2.21K -52 -0.7%
MA
56
MUFG Americas
New York
$305K -$8.23K -196 -3%
AMG
57
Asset Management Group
Connecticut
$304K – – –
GIM
58
Goelzer Investment Management
Indiana
$303K +$303K +7,208 New
TC
59
TAP Consulting
Missouri
$295K +$295K +7,024 New
OCG
60
Opus Capital Group
Ohio
$292K +$336 +8 +0.1%
SC
61
Scotia Capital
Ontario, Canada
$288K -$36K -856 -11%
FFN
62
Focus Financial Network
Minnesota
$274K – – –
Stifel Financial
63
Stifel Financial
Missouri
$271K +$271K +6,436 New
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$244K – – –
SPC
65
Sigma Planning Corp
Michigan
$241K +$241K +5,744 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$225K +$225K +5,360 New
WCM
67
Windham Capital Management
Massachusetts
$218K – – –
MA
68
Mutual Advisors
Nebraska
$218K +$218K +5,184 New
UCFA
69
United Capital Financial Advisors
Texas
$210K +$210K +4,996 New
IF
70
Ironwood Financial
Arizona
$209K – – –
Baird Financial Group
71
Baird Financial Group
Wisconsin
$202K +$202K +4,800 New
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$197K – – –
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$185K – – –
NFG
74
Next Financial Group
Texas
$173K -$104K -2,476 -37%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$172K – – –
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