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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

93 hedge funds and large institutions have $257M invested in iShares Morningstar US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
35
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.18M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.93M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.47M
5
Citigroup
Citigroup
New York
+$979K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$6M
2
TSS
Two Sigma Securities
New York
-$2.93M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.81M
4
Morgan Stanley
Morgan Stanley
New York
-$2.61M
5
Goldman Sachs
Goldman Sachs
New York
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$66K +$66K +1,672 New
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$59K +$59K +1,480 New
RFC
78
Regions Financial Corp
Alabama
$49K +$49K +1,240 New
ECM
79
Exchange Capital Management
Michigan
$39K – – –
BlackRock
80
BlackRock
New York
$37K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$166 +4 +0.5%
GAM
82
Gemmer Asset Management
California
$34K +$315 +8 +0.9%
SPI
83
Santori & Peters Inc
Pennsylvania
$22K +$22K +584 New
WP
84
WealthShield Partners
North Carolina
$17K +$17K +436 New
W
85
WealthShield
North Carolina
$17K +$17K +436 New
APA
86
American Portfolios Advisors
New York
$16.5K +$16.5K +416 New
WEC
87
Winslow Evans & Crocker
Massachusetts
$15.9K – – –
US Bancorp
88
US Bancorp
Minnesota
$14K -$8.81K -224 -39%
BC
89
Bartlett & Co
Ohio
$8K – – –
FWM
90
Focused Wealth Management
New York
$6K – – –
JCM
91
Jacobi Capital Management
Pennsylvania
$5K -$5.17K -124 -51%
AIP
92
Ameritas Investment Partners
Nebraska
$5K +$1.67K +160 +50%
TSS
93
Two Sigma Securities
New York
– -$2.93M -77,756 Closed
NPC
94
National Planning Corporation
California
– -$763K -20,256 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$238K -6,328 Closed
B
96
Bridgeworth
Alabama
– -$224K -5,856 Closed
BF
97
BOK Financial
Oklahoma
– -$44K -1,160 Closed
NFG
98
Next Financial Group
Texas
– -$34K -888 Closed
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