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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.07M
2
Osaic Holdings
Osaic Holdings
Arizona
+$528K
3
AIC
Ameritas Investment Company
Nebraska
+$349K
4
AAS
Avantax Advisory Services
Texas
+$331K
5
AIP
Almanack Investment Partners
Pennsylvania
+$278K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.51M
2
EH
Equitable Holdings
New York
-$5.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.26M
4
FP
Financial Perspectives
Minnesota
-$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Vigilant Capital Management
Maine
$509K – – –
CAN
52
Cetera Advisor Networks
California
$492K -$6.07K -100 -1%
CCA
53
Cadent Capital Advisors
Oklahoma
$492K +$790 +13 +0.2%
SB
54
Strategic Blueprint
Georgia
$479K – – –
MFG
55
Merit Financial Group
Georgia
$454K +$243 +4 +0.1%
AMG
56
Asset Management Group
Connecticut
$452K +$1.82K +30 +0.4%
Cerity Partners
57
Cerity Partners
New York
$437K – – –
MA
58
MUFG Americas
New York
$425K – – –
AIC
59
Ameritas Investment Company
Nebraska
$425K +$349K +4,183 +457%
Creative Planning
60
Creative Planning
Kansas
$411K -$61K -1,006 -13%
GLA
61
Good Life Advisors
Pennsylvania
$403K -$72.6K -1,196 -15%
RPSA
62
Richard P. Slaughter Associates
Texas
$382K – – –
GG
63
GenWealth Group
New Jersey
$381K -$175K -2,890 -32%
OCG
64
Opus Capital Group
Ohio
$374K +$243 +4 +0.1%
HI
65
Harbour Investments
Wisconsin
$371K +$122 +2 +0%
Stifel Financial
66
Stifel Financial
Missouri
$369K -$61 -1 -0%
CA
67
Cetera Advisors
Colorado
$368K – – –
KAS
68
Kestra Advisory Services
Texas
$367K -$108K -1,775 -23%
KCA
69
Karn Couzens & Associates
Connecticut
$360K – – –
BAIA
70
Bel Air Investment Advisors
California
$354K – – –
SPC
71
Sigma Planning Corp
Michigan
$346K +$303 +5 +0.1%
PAS
72
Park Avenue Securities
New York
$338K – – –
TC
73
TAP Consulting
Missouri
$327K +$669 +11 +0.2%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$319K +$29.5K +485 +10%
WCM
75
Windham Capital Management
Massachusetts
$316K – – –
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3
4 5