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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $261M invested in iShares Morningstar US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.91M
2
PAG
Private Advisor Group
New Jersey
+$3.02M
3
UBS Group
UBS Group
Switzerland
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.47M
5
FCAG
First Capital Advisors Group
New Jersey
+$1.23M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$3.05M
2
CA
Cetera Advisors
Colorado
-$2.31M
3
Morgan Stanley
Morgan Stanley
New York
-$2.12M
4
LFAS
Level Four Advisory Services
Texas
-$1.22M
5
AFNAS
American Financial Network Advisory Services
California
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$48K – – –
BlackRock
77
BlackRock
New York
$42K +$6.31K +164 +18%
BWA
78
Burt Wealth Advisors
Maryland
$40K -$38.8K -1,024 -49%
BA
79
Ballew Advisors
Mississippi
$36K +$36K +932 New
ECM
80
Exchange Capital Management
Michigan
$33K -$4.58K -120 -12%
GAM
81
Gemmer Asset Management
California
$33K – – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
AIP
83
Ameritas Investment Partners
Nebraska
$18K – – –
WP
84
WealthShield Partners
North Carolina
$17K – – –
US Bancorp
85
US Bancorp
Minnesota
$17K +$3.49K +92 +26%
WEC
86
Winslow Evans & Crocker
Massachusetts
$15.3K – – –
PWAG
87
Polaris Wealth Advisory Group
California
$15K +$15K +400 New
LFG
88
LifePlan Financial Group
Ohio
$10K +$10K +272 New
SEI Investments
89
SEI Investments
Pennsylvania
$9K -$57.4K -1,556 -86%
BC
90
Bartlett & Co
Ohio
$8K – – –
MA
91
MUFG Americas
New York
$8K +$8K +196 New
BCWM
92
Bartlett & Co Wealth Management
Ohio
$7.67K +$7.67K +200 New
FWM
93
Focused Wealth Management
New York
$6K – – –
JCM
94
Jacobi Capital Management
Pennsylvania
$5K +$455 +12 +10%
PO
95
Private Ocean
California
$4K +$4K +120 New
SB
96
Suntrust Banks
Georgia
– -$3.05M -76,748 Closed
CA
97
Cetera Advisors
Colorado
– -$2.31M -57,784 Closed
LFAS
98
Level Four Advisory Services
Texas
– -$1.22M -30,740 Closed
AFNAS
99
American Financial Network Advisory Services
California
– -$1.13M -28,376 Closed
Goldman Sachs
100
Goldman Sachs
New York
– -$405K -10,188 Closed
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