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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

94 hedge funds and large institutions have $332M invested in iShares Morningstar US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
37
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.67M
3
LPL Financial
LPL Financial
California
+$7.6M
4
PAG
Private Advisor Group
New Jersey
+$1.83M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.29M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.3M
2
Jane Street
Jane Street
New York
-$6.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.32M
4
Bank of America
Bank of America
North Carolina
-$964K
5
Mariner
Mariner
Kansas
-$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Ballew Advisors
Mississippi
$36K – – –
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$10.7K +256 +42%
CFGS
78
Concourse Financial Group Securities
Alabama
$30K +$30K +720 New
SPIA
79
Steward Partners Investment Advisory
New York
$29K – – –
ECM
80
Exchange Capital Management
Michigan
$21K – – –
AIP
81
Ameritas Investment Partners
Nebraska
$21K +$164 +4 +0.8%
WEC
82
Winslow Evans & Crocker
Massachusetts
$18K – – –
PWAG
83
Polaris Wealth Advisory Group
California
$17K +$17K +400 New
NFG
84
Next Financial Group
Texas
$13K +$13K +312 New
LFG
85
LifePlan Financial Group
Ohio
$11K – – –
BCWM
86
Bartlett & Co Wealth Management
Ohio
$8.46K – – –
MA
87
MUFG Americas
New York
$8K – – –
BC
88
Bartlett & Co
Ohio
$8K – – –
FWM
89
Focused Wealth Management
New York
$7K – – –
PO
90
Private Ocean
California
$5K +$161 +4 +3%
WP
91
WealthShield Partners
North Carolina
$4K -$13.4K -336 -77%
TWA
92
TCI Wealth Advisors
Arizona
$3K +$3K +72 New
CF
93
Centaurus Financial
California
$467 -$440K -11,316 -100%
Mariner
94
Mariner
Kansas
– -$846K -22,000 Closed
FAAS
95
First Allied Advisory Services
California
– -$563K -14,660 Closed
DT
96
Diversified Trust
Tennessee
– -$295K -7,680 Closed
CCA
97
Clearwater Capital Advisors
Illinois
– -$236K -6,144 Closed
APA
98
American Portfolios Advisors
New York
– -$140K -3,644 Closed
BWA
99
Burt Wealth Advisors
Maryland
– -$78K -2,036 Closed
B
100
Bridgeworth
Alabama
– -$76K -1,984 Closed
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4
5