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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

124 hedge funds and large institutions have $281M 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, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.2%
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
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
2
BWM
Benchmark Wealth Management
Connecticut
+$5.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.03M
4
JWCA
J.W. Cole Advisors
Florida
+$2.12M
5
KAS
Kestra Advisory Services
Texas
+$1.42M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$24M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.76M
4
IAN
Integrated Advisors Network
Texas
-$4.43M
5
EH
Equitable Holdings
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Vigilant Capital Management
Maine
$454K +$454K +8,384 New
CAN
52
Cetera Advisor Networks
California
$449K – – –
CCA
53
Cadent Capital Advisors
Oklahoma
$438K +$438K +8,072 New
SB
54
Strategic Blueprint
Georgia
$427K – – –
GLA
55
Good Life Advisors
Pennsylvania
$425K +$217 +4 +0.1%
Creative Planning
56
Creative Planning
Kansas
$422K +$23K +424 +6%
AMG
57
Asset Management Group
Connecticut
$401K +$1.3K +24 +0.3%
Cerity Partners
58
Cerity Partners
New York
$390K +$390K +7,188 New
MA
59
MUFG Americas
New York
$379K – – –
AIC
60
Ameritas Investment Company
Nebraska
$375K +$4.77K +88 +1%
FFN
61
Focus Financial Network
Minnesota
$366K – – –
RPSA
62
Richard P. Slaughter Associates
Texas
$347K – – –
SC
63
Scotia Capital
Ontario, Canada
$335K +$217 +4 +0.1%
OCG
64
Opus Capital Group
Ohio
$334K -$9.12K -168 -3%
Stifel Financial
65
Stifel Financial
Missouri
$330K +$434 +8 +0.1%
CA
66
Cetera Advisors
Colorado
$325K -$10.6K -196 -3%
KCA
67
Karn Couzens & Associates
Connecticut
$322K +$322K +5,932 New
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$315K – – –
SPC
69
Sigma Planning Corp
Michigan
$308K +$217 +4 +0.1%
TC
70
TAP Consulting
Missouri
$303K -$72.1K -1,332 -19%
PAS
71
Park Avenue Securities
New York
$291K +$291K +5,368 New
WCM
72
Windham Capital Management
Massachusetts
$282K – – –
ERWM
73
Elk River Wealth Management
Colorado
$268K +$268K +4,952 New
TRCT
74
Tower Research Capital (TRC)
New York
$265K +$36.7K +676 +16%
CPIG
75
Chicago Partners Investment Group
Illinois
$262K +$883 +16 +0.3%
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