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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $236M invested in iShares Morningstar US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
26
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.89M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.06M
4
RT
Rockland Trust
Massachusetts
+$1.01M
5
TSS
Two Sigma Securities
New York
+$582K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.02B
2
LPL Financial
LPL Financial
California
-$6.27M
3
FCAG
First Capital Advisors Group
New Jersey
-$3.99M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.78M
5
Wells Fargo
Wells Fargo
California
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
$50K -$425 -12 -0.8%
RFC
77
Regions Financial Corp
Alabama
$44K – – –
BWM
78
BerganKDV Wealth Management
Minnesota
$44K – – –
LWM
79
Liberty Wealth Management
California
$39K +$39K +1,112 New
US Bancorp
80
US Bancorp
Minnesota
$31K -$68.6K -1,876 -69%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
GAM
82
Gemmer Asset Management
California
$31K +$423 +12 +1%
CIAS
83
Capital Investment Advisory Services
North Carolina
$27K +$27K +760 New
AIP
84
Ameritas Investment Partners
Nebraska
$18K – – –
RCG
85
Ruggie Capital Group
Florida
$18K +$18K +492 New
DWM
86
Doyle Wealth Management
Florida
$16K +$16K +448 New
LFG
87
LifePlan Financial Group
Ohio
$10K – – –
BCWM
88
Bartlett & Co Wealth Management
Ohio
$7.13K – – –
BC
89
Bartlett & Co
Ohio
$7K – – –
FWM
90
Focused Wealth Management
New York
$6K – – –
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6K +168 New
PO
92
Private Ocean
California
$4K – – –
WP
93
WealthShield Partners
North Carolina
$4K – – –
TWA
94
TCI Wealth Advisors
Arizona
$3K – – –
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$311 – – –
WPSG
96
Wealth & Pension Services Group
Georgia
– -$770K -18,296 Closed
SG Americas Securities
97
SG Americas Securities
New York
– -$370K -8,800 Closed
AFP
98
Ausdal Financial Partners
Iowa
– -$284K -6,756 Closed
Bessemer Group
99
Bessemer Group
New Jersey
– -$219K -5,200 Closed
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$208K -4,948 Closed
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