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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

179 hedge funds and large institutions have $557M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
54
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.06M

Top Sellers

1
EH
Equitable Holdings
New York
-$3.51M
2
PAG
Private Advisor Group
New Jersey
-$1.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$1.07M -$1.05M -12,910 -49%
WMA
52
Wealth Management Associates
New Jersey
$1.04M -$243 -3 -0%
LCM
53
Liberty Capital Management
Michigan
$995K – – –
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$988K -$43.4K -535 -4%
CFGS
55
Concourse Financial Group Securities
Alabama
$969K -$13.6K -161 -1%
CFS
56
Commonwealth Financial Services
West Virginia
$969K +$149K +1,836 +18%
SWM
57
SeaCrest Wealth Management
New York
$939K -$4.79K -59 -0.5%
Citigroup
58
Citigroup
New York
$938K +$36K +443 +4%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$897K +$897K +11,048 New
KFSN
60
Keystone Financial Services (Nebraska)
Nebraska
$869K +$869K +10,707 New
AWM
61
Apollon Wealth Management
South Carolina
$829K – – –
RT
62
Rockland Trust
Massachusetts
$815K -$31.1K -383 -4%
GS
63
GTS Securities
New York
$800K -$558K -6,878 -41%
SNWA
64
Siligmueller & Norvid Wealth Advisors
Illinois
$799K +$799K +9,844 New
Stifel Financial
65
Stifel Financial
Missouri
$796K +$52.7K +649 +7%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$723K -$11.2K -138 -2%
BRWA
67
B. Riley Wealth Advisors
Florida
$695K -$974 -12 -0.1%
Comerica Bank
68
Comerica Bank
Texas
$686K -$13.8K -170 -2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$686K +$40.9K +504 +6%
TSWM
70
Tyler-Stone Wealth Management
Ohio
$680K +$16.7K +206 +3%
SB
71
Strategic Blueprint
Georgia
$675K -$64.9K -800 -9%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$659K +$69K +851 +12%
Creative Planning
73
Creative Planning
Kansas
$648K – – –
PSF
74
Pacific Sun Financial
California
$643K – – –
Baird Financial Group
75
Baird Financial Group
Wisconsin
$638K +$67.2K +828 +12%
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