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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

131 hedge funds and large institutions have $217M invested in iShares Morningstar US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.38M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.03M
3
Jane Street
Jane Street
New York
$726K
4
TC
TownSquare Capital
Utah
$570K
5
AAS
Avantax Advisory Services
Texas
$7.76M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$26.3M
2
W
Wealthquest
Ohio
$679K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.83M
5
SPC
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
51
Strategic Wealth Partners Group
Illinois
$533K +$1.31K +25 +0.2%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$529K – – –
SC
53
Scotia Capital
Ontario, Canada
$528K +$114K +2,173 +28%
Truist Financial
54
Truist Financial
North Carolina
$523K -$6.79K -129 -1%
CAN
55
Cetera Advisor Networks
California
$486K -$44.2K -840 -8%
HighTower Advisors
56
HighTower Advisors
Illinois
$478K +$15.7K +300 +3%
PSF
57
Pacific Sun Financial
California
$477K – – –
DIA
58
Dana Investment Advisors
Wisconsin
$466K – – –
WP
59
WealthSource Partners
California
$441K +$4.42K +84 +1%
VCM
60
Vigilant Capital Management
Maine
$441K – – –
LC
61
Landaas & Company
Wisconsin
$419K +$368 +7 +0.1%
SB
62
Strategic Blueprint
Georgia
$415K – – –
AMG
63
Asset Management Group
Connecticut
$399K +$3.53K +67 +0.9%
AAS
64
Ameritas Advisory Services
Nebraska
$387K +$6.69K +127 +2%
RTL
65
Red Tortoise LLC
Georgia
$381K +$381K +7,232 New
Creative Planning
66
Creative Planning
Kansas
$378K +$14.9K +283 +4%
US Bancorp
67
US Bancorp
Minnesota
$368K +$368K +7,000 New
PAS
68
Park Avenue Securities
New York
$344K -$7.1K -135 -2%
GLA
69
Good Life Advisors
Pennsylvania
$342K +$263 +5 +0.1%
RPSA
70
Richard P. Slaughter Associates
Texas
$337K -$8.42K -160 -2%
FFN
71
Focus Financial Network
Minnesota
$327K -$2.84K -54 -0.9%
Mariner
72
Mariner
Kansas
$316K – – –
RJA
73
Raymond James & Associates
Florida
$313K +$71.3K +1,354 +30%
AAS
74
Asset Allocation Strategies
Michigan
$291K +$291K +5,531 New
OCG
75
Opus Capital Group
Ohio
$289K -$11K -209 -4%
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