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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $266M invested in iShares Morningstar US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
5
Increased
30
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$27.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.99M
3
Jane Street
Jane Street
New York
+$2.72M
4
FCAG
First Capital Advisors Group
New Jersey
+$1.23M
5
MML Investors Services
MML Investors Services
Massachusetts
+$767K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.9M
2
Bank of America
Bank of America
North Carolina
-$4.36M
3
PAG
Private Advisor Group
New Jersey
-$3.37M
4
MC
Mathes Company
New York
-$2.39M
5
TSS
Two Sigma Securities
New York
-$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$57K – – –
BlackRock
77
BlackRock
New York
$55K +$12.8K +332 +30%
RFC
78
Regions Financial Corp
Alabama
$48K – – –
BWM
79
BerganKDV Wealth Management
Minnesota
$47K +$47K +1,224 New
BA
80
Ballew Advisors
Mississippi
$36K – – –
GAM
81
Gemmer Asset Management
California
$33K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$26K -$132K -3,504 -84%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$9.84K -260 -30%
ECM
84
Exchange Capital Management
Michigan
$19K -$14.6K -376 -44%
AIP
85
Ameritas Investment Partners
Nebraska
$19K +$1.05K +28 +6%
WP
86
WealthShield Partners
North Carolina
$17K – – –
WEC
87
Winslow Evans & Crocker
Massachusetts
$16K – – –
LFG
88
LifePlan Financial Group
Ohio
$10K – – –
SEI Investments
89
SEI Investments
Pennsylvania
$9K – – –
MA
90
MUFG Americas
New York
$8K – – –
BC
91
Bartlett & Co
Ohio
$8K – – –
BCWM
92
Bartlett & Co Wealth Management
Ohio
$7.73K – – –
FWM
93
Focused Wealth Management
New York
$6K – – –
FIA
94
FNY Investment Advisers
New York
$6K +$6K +180 New
PO
95
Private Ocean
California
$5K – – –
MC
96
Mathes Company
New York
– -$2.39M -62,300 Closed
TSS
97
Two Sigma Securities
New York
– -$714K -18,620 Closed
LNC
98
Lincoln National Corp
Pennsylvania
– -$346K -9,032 Closed
PWAG
99
Polaris Wealth Advisory Group
California
– -$15K -400 Closed
JCM
100
Jacobi Capital Management
Pennsylvania
– -$5K -132 Closed
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