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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

120 hedge funds and large institutions have $264M invested in iShares Morningstar US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
31
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.9M
2
AWM
AE Wealth Management
Kansas
+$3.91M
3
SS
Simplicity Solutions
Minnesota
+$3.9M
4
AAS
Avantax Advisory Services
Texas
+$485K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$403K

Top Sellers

1
Axa
Axa
France
-$41.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.44M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.5M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.77M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$455K +$2.59K +56 +0.6%
LC
52
Landaas & Company
Wisconsin
$433K +$369 +8 +0.1%
Creative Planning
53
Creative Planning
Kansas
$419K – – –
SB
54
Strategic Blueprint
Georgia
$410K – – –
DIA
55
Dana Investment Advisors
Wisconsin
$409K – – –
RPSA
56
Richard P. Slaughter Associates
Texas
$385K +$385K +8,352 New
WP
57
WealthSource Partners
California
$384K -$7.01K -152 -2%
RJA
58
Raymond James & Associates
Florida
$376K -$44.6K -968 -11%
CA
59
Cetera Advisors
Colorado
$367K +$7.55K +164 +2%
LAS
60
Lloyd Advisory Services
Georgia
$347K +$347K +7,532 New
AMG
61
Asset Management Group
Connecticut
$337K +$2.77K +60 +0.8%
TC
62
TAP Consulting
Missouri
$327K +$2.95K +64 +0.9%
IA
63
IFP Advisors
Florida
$324K -$46.4K -1,004 -13%
MA
64
MUFG Americas
New York
$323K -$12K -260 -4%
OCG
65
Opus Capital Group
Ohio
$321K +$185 +4 +0.1%
Jane Street
66
Jane Street
New York
$310K -$162K -3,524 -34%
FFN
67
Focus Financial Network
Minnesota
$301K – – –
SC
68
Scotia Capital
Ontario, Canada
$285K -$31.4K -680 -10%
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$268K – – –
Stifel Financial
70
Stifel Financial
Missouri
$267K -$30.1K -652 -10%
SPC
71
Sigma Planning Corp
Michigan
$263K -$2.4K -52 -0.9%
MA
72
Mutual Advisors
Nebraska
$251K +$11.6K +252 +5%
WCM
73
Windham Capital Management
Massachusetts
$240K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$233K +$213K +4,620 +1,069%
UCFA
75
United Capital Financial Advisors
Texas
$227K -$2.95K -64 -1%
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