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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $279M invested in iShares Morningstar US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
24
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$21.6M
2
MML Investors Services
MML Investors Services
Massachusetts
+$6.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.09M
4
Ameriprise
Ameriprise
Minnesota
+$706K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$528K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
2
LPL Financial
LPL Financial
California
-$3.29M
3
EH
Equitable Holdings
New York
-$2.43M
4
IDA
Intelligence Driven Advisers
California
-$2.2M
5
JWCA
J.W. Cole Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$384K – – –
GLA
52
Good Life Advisors
Pennsylvania
$382K -$42.6K -872 -10%
AMG
53
Asset Management Group
Connecticut
$360K +$976 +20 +0.3%
Creative Planning
54
Creative Planning
Kansas
$359K -$89K -1,824 -20%
MA
55
MUFG Americas
New York
$341K – – –
TC
56
TAP Consulting
Missouri
$338K +$781 +16 +0.2%
FFN
57
Focus Financial Network
Minnesota
$330K +$30K +616 +10%
RPSA
58
Richard P. Slaughter Associates
Texas
$312K -$7.21K -148 -2%
OCG
59
Opus Capital Group
Ohio
$308K -$19.1K -392 -6%
CA
60
Cetera Advisors
Colorado
$302K +$6.24K +128 +2%
SC
61
Scotia Capital
Ontario, Canada
$301K +$195 +4 +0.1%
AIC
62
Ameritas Investment Company
Nebraska
$298K – – –
Stifel Financial
63
Stifel Financial
Missouri
$296K -$32.8K -672 -10%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$284K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$283K – – –
RJA
66
Raymond James & Associates
Florida
$279K +$584 +12 +0.2%
SPC
67
Sigma Planning Corp
Michigan
$277K -$1.17K -24 -0.4%
WCM
68
Windham Capital Management
Massachusetts
$253K – – –
Baird Financial Group
69
Baird Financial Group
Wisconsin
$234K +$195 +4 +0.1%
CPIG
70
Chicago Partners Investment Group
Illinois
$230K +$778 +16 +0.3%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$225K – – –
PCMC
72
Private Capital Management (Colorado)
Colorado
$224K – – –
BS
73
Boenning & Scattergood
Pennsylvania
$212K +$212K +4,356 New
WWM
74
Windsor Wealth Management
Indiana
$208K +$208K +4,244 New
TRCT
75
Tower Research Capital (TRC)
New York
$205K -$172K -3,524 -46%
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