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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$850K
3
PA
PFG Advisors
Arizona
+$506K
4
AWA
Arete Wealth Advisors
Illinois
+$488K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$343K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$1.52M
4
UBS Group
UBS Group
Switzerland
-$994K
5
EH
Equitable Holdings
New York
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFPW
51
Vantage Financial Partners (Wisconsin)
Wisconsin
$621K -$1.52M -24,862 -71%
SC
52
Scotia Capital
Ontario, Canada
$613K – – –
Truist Financial
53
Truist Financial
North Carolina
$607K – – –
Citigroup
54
Citigroup
New York
$607K -$76.8K -1,257 -11%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$588K -$25.6K -420 -4%
CAN
56
Cetera Advisor Networks
California
$563K +$16.1K +263 +3%
HighTower Advisors
57
HighTower Advisors
Illinois
$555K – – –
DIA
58
Dana Investment Advisors
Wisconsin
$541K – – –
WP
59
WealthSource Partners
California
$513K +$672 +11 +0.1%
VCM
60
Vigilant Capital Management
Maine
$512K – – –
PSF
61
Pacific Sun Financial
California
$503K +$503K +8,920 New
AWA
62
Arete Wealth Advisors
Illinois
$488K +$488K +7,988 New
CD
63
Chapin Davis
Maryland
$483K +$4.09K +67 +0.9%
SB
64
Strategic Blueprint
Georgia
$475K -$6.11K -100 -1%
IWM
65
IHT Wealth Management
Illinois
$471K -$65.6K -1,074 -12%
AMG
66
Asset Management Group
Connecticut
$466K +$1.16K +19 +0.2%
RTL
67
Red Tortoise LLC
Georgia
$445K +$1.28K +21 +0.3%
Creative Planning
68
Creative Planning
Kansas
$442K +$1.1K +18 +0.2%
US Bancorp
69
US Bancorp
Minnesota
$428K – – –
TC
70
TownSquare Capital
Utah
$402K -$100K -1,638 -20%
GLA
71
Good Life Advisors
Pennsylvania
$398K +$244 +4 +0.1%
FFN
72
Focus Financial Network
Minnesota
$382K +$1.1K +18 +0.3%
RPSA
73
Richard P. Slaughter Associates
Texas
$382K -$9.28K -152 -2%
LC
74
Landaas & Company
Wisconsin
$380K -$107K -1,745 -22%
W
75
Wealthquest
Ohio
$363K -$403K -6,597 -53%
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