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iShares Morningstar US Equity ETF
ILCB

125 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

15.31% more ownership

Funds ownership: 140.09% → 155.4% (+15%)

10% more funds holding

Funds holding: 114 → 125 (+11)

1% more capital invested

Capital invested by funds: $281M → $283M (+$1.89M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
29
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
Benchmark Wealth Management
Connecticut
+$50.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.37M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.86M
4
JWCA
J.W. Cole Advisors
Florida
+$2M
5
KAS
Kestra Advisory Services
Texas
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$22.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.59M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.49M
4
IAN
Integrated Advisors Network
Texas
-$4.18M
5
EH
Equitable Holdings
New York
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
51
WealthSource Partners
California
$456K +$1.43K +28 +0.3%
VCM
52
Vigilant Capital Management
Maine
$454K +$429K +8,384 New
CAN
53
Cetera Advisor Networks
California
$449K – – –
CCA
54
Cadent Capital Advisors
Oklahoma
$438K +$413K +8,072 New
SB
55
Strategic Blueprint
Georgia
$427K – – –
GLA
56
Good Life Advisors
Pennsylvania
$425K +$205 +4 +0.1%
Creative Planning
57
Creative Planning
Kansas
$422K +$21.7K +424 +6%
AMG
58
Asset Management Group
Connecticut
$401K +$1.23K +24 +0.3%
Cerity Partners
59
Cerity Partners
New York
$390K +$368K +7,188 New
MA
60
MUFG Americas
New York
$379K – – –
AIC
61
Ameritas Investment Company
Nebraska
$375K +$4.5K +88 +1%
FFN
62
Focus Financial Network
Minnesota
$366K – – –
RPSA
63
Richard P. Slaughter Associates
Texas
$347K – – –
SC
64
Scotia Capital
Ontario, Canada
$335K +$205 +4 +0.1%
OCG
65
Opus Capital Group
Ohio
$334K -$8.59K -168 -3%
Stifel Financial
66
Stifel Financial
Missouri
$330K +$409 +8 +0.1%
CA
67
Cetera Advisors
Colorado
$325K -$10K -196 -3%
KCA
68
Karn Couzens & Associates
Connecticut
$322K +$303K +5,932 New
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$315K – – –
SPC
70
Sigma Planning Corp
Michigan
$308K +$205 +4 +0.1%
TC
71
TAP Consulting
Missouri
$303K -$68.1K -1,332 -19%
PAS
72
Park Avenue Securities
New York
$291K +$275K +5,368 New
WCM
73
Windham Capital Management
Massachusetts
$282K – – –
ERWM
74
Elk River Wealth Management
Colorado
$268K +$253K +4,952 New
TRCT
75
Tower Research Capital (TRC)
New York
$265K +$34.6K +676 +16%
1 2
3
4 5

ILCB Hedge Fund Activity: Q4 2020 in Review

125 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2020, worth a combined $283M — up 0.67% from $281M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCB positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 38 trimmed.

The largest buyer was Benchmark Wealth Management, adding an estimated $50.8M. The largest seller was Avantax Advisory Services, cutting an estimated $22.7M.

  • 125 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2020, up from 114 in Q3 2020.
  • Funds reported $283M of iShares Morningstar US Equity ETF stock for Q4 2020, up 0.67% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar US Equity ETF positions in Q4 2020 and 6 closed out, a net change of +13 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q4 2020 was Benchmark Wealth Management, an estimated $50.8M added.
  • The largest iShares Morningstar US Equity ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2020.