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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

103 hedge funds and large institutions have $226M invested in iShares Morningstar US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
29
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.37M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$658K
4
TRCT
Tower Research Capital (TRC)
New York
+$596K
5
AG
Advisor Group
Arizona
+$518K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.12M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.47M
3
IDA
Intelligence Driven Advisers
California
-$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
5
Wells Fargo
Wells Fargo
California
-$856K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
76
Weaver Consulting Group
California
$81K – – –
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$76K +$664 +16 +0.9%
RIA
78
Realta Investment Advisors
Delaware
$70K +$32.7K +780 +87%
BlackRock
79
BlackRock
New York
$62K +$3.48K +84 +6%
BWM
80
BerganKDV Wealth Management
Minnesota
$50K – – –
CAL
81
Capital Advisors Ltd
Ohio
$48K +$48K +1,156 New
PMFA
82
Plante Moran Financial Advisors
Michigan
$47K +$47K +1,128 New
LWM
83
Liberty Wealth Management
California
$46K – – –
TFGT
84
TS Financial Group (TSFG)
Illinois
$43K -$1.17K -28 -3%
GAM
85
Gemmer Asset Management
California
$37K +$332 +8 +0.9%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$34K -$140K -3,420 -80%
CIAS
88
Capital Investment Advisory Services
North Carolina
$32K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$28K +$28K +688 New
AF
90
Allworth Financial
California
$27K – – –
CCM
91
Covington Capital Management
California
$25K – – –
AIP
92
Ameritas Investment Partners
Nebraska
$21K +$323 +8 +2%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$18K – – –
JFA
94
JNBA Financial Advisors
Minnesota
$18K +$18K +440 New
DWM
95
Doyle Wealth Management
Florida
$18K +$18K +448 New
LFG
96
LifePlan Financial Group
Ohio
$11K – – –
BCWM
97
Bartlett & Co Wealth Management
Ohio
$8.26K – – –
BC
98
Bartlett & Co
Ohio
$8K – – –
FWM
99
Focused Wealth Management
New York
$7K – – –
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
1 2 3
4
5