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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

136 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
32
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$7.18M
2
S
Surevest
California
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.19M
4
GRP
Global Retirement Partners
California
+$1.38M
5
AAS
Avantax Advisory Services
Texas
+$452K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.97M
2
EH
Equitable Holdings
New York
-$1.78M
3
SFS
Sowell Financial Services
Arkansas
-$1.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.6M
5
GM
GeoWealth Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
51
Dana Investment Advisors
Wisconsin
$557K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$554K -$101K -1,602 -15%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$553K -$194K -3,088 -26%
LC
54
Landaas & Company
Wisconsin
$551K – – –
WP
55
WealthSource Partners
California
$537K +$692 +11 +0.1%
VCM
56
Vigilant Capital Management
Maine
$527K – – –
SB
57
Strategic Blueprint
Georgia
$495K – – –
SC
58
Scotia Capital
Ontario, Canada
$494K -$35.8K -569 -7%
CWM
59
Cornerstone Wealth Management
Missouri
$483K -$41.7K -663 -8%
MFG
60
Merit Financial Group
Georgia
$472K +$440 +7 +0.1%
AMG
61
Asset Management Group
Connecticut
$471K +$1.26K +20 +0.3%
CCA
62
Cadent Capital Advisors
Oklahoma
$458K -$6.6K -105 -1%
RTL
63
Red Tortoise LLC
Georgia
$455K – – –
AAS
64
Ameritas Advisory Services
Nebraska
$453K -$57.1K -908 -11%
MA
65
MUFG Americas
New York
$440K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$435K +$74.1K +1,177 +21%
Creative Planning
67
Creative Planning
Kansas
$434K +$63 +1 +0%
CAN
68
Cetera Advisor Networks
California
$432K -$21.4K -340 -5%
PAS
69
Park Avenue Securities
New York
$420K – – –
RPSA
70
Richard P. Slaughter Associates
Texas
$412K – – –
GLA
71
Good Life Advisors
Pennsylvania
$408K -$9.87K -157 -2%
Cerity Partners
72
Cerity Partners
New York
$384K – – –
OCG
73
Opus Capital Group
Ohio
$383K -$5.16K -82 -1%
KCA
74
Karn Couzens & Associates
Connecticut
$373K – – –
CA
75
Cetera Advisors
Colorado
$362K -$14.1K -224 -4%
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3
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