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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
40
Reduced
56
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.15M
3
MCC
Money Concepts Capital
Florida
+$953K
4
UBS Group
UBS Group
Switzerland
+$747K
5
BA
Brightwater Advisory
Florida
+$564K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
JWM
Jackson Wealth Management
Florida
-$9.95M
3
AssetMark Inc
AssetMark Inc
California
-$3.33M
4
EH
Equitable Holdings
New York
-$3.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$741K – – –
SC
52
Scotia Capital
Ontario, Canada
$726K – – –
SWM
53
SeaCrest Wealth Management
New York
$715K -$629K -8,681 -47%
SB
54
Strategic Blueprint
Georgia
$647K +$123K +1,700 +24%
CA
55
Cetera Advisors
Colorado
$636K +$219K +3,028 +53%
Comerica Bank
56
Comerica Bank
Texas
$620K -$4.28K -59 -0.7%
VFPW
57
Vantage Financial Partners (Wisconsin)
Wisconsin
$612K -$117K -1,615 -16%
AAS
58
Ameritas Advisory Services
Nebraska
$598K +$289K +4,117 +93%
PSF
59
Pacific Sun Financial
California
$574K – – –
CD
60
Chapin Davis
Maryland
$571K +$16K +221 +3%
NW
61
NewEdge Wealth
Pennsylvania
$568K -$6K -86 -1%
BA
62
Brightwater Advisory
Florida
$564K +$564K +7,778 New
AMG
63
Asset Management Group
Connecticut
$559K +$1.38K +19 +0.2%
IWM
64
IHT Wealth Management
Illinois
$554K -$4.06K -56 -0.7%
Creative Planning
65
Creative Planning
Kansas
$550K – – –
RTL
66
Red Tortoise LLC
Georgia
$530K -$2.25K -31 -0.4%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$527K -$126K -1,737 -19%
CAN
68
Cetera Advisor Networks
California
$513K +$8.7K +120 +2%
OIA
69
OneDigital Investment Advisors
Kansas
$507K +$507K +7,000 New
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$478K +$941 +13 +0.2%
CMAI
71
Capital Management Associates Inc
Minnesota
$473K +$1.23K +17 +0.3%
GLA
72
Good Life Advisors
Pennsylvania
$473K +$290 +4 +0.1%
LC
73
Landaas & Company
Wisconsin
$453K +$507 +7 +0.1%
RPSA
74
Richard P. Slaughter Associates
Texas
$448K -$4.42K -61 -1%
DIA
75
Dana Investment Advisors
Wisconsin
$431K -$211K -2,912 -33%
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