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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

109 hedge funds and large institutions have $234M invested in iShares Morningstar US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.17M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.59M
3
Bank of America
Bank of America
North Carolina
+$2.28M
4
UBS Group
UBS Group
Switzerland
+$2.08M
5
IA
IFG Advisory
Georgia
+$893K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.03M
3
Ameriprise
Ameriprise
Minnesota
-$1.17M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.13M
5
IDA
Intelligence Driven Advisers
California
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
76
Golden State Wealth Management
California
$158K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$137K -$506K -12,076 -79%
TRCT
78
Tower Research Capital (TRC)
New York
$133K -$661K -15,716 -83%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K – – –
GWM
80
Geneos Wealth Management
Colorado
$95K -$19.2K -464 -17%
FHA
81
Flagship Harbor Advisors
Massachusetts
$93K – – –
WCG
82
Weaver Consulting Group
California
$83K – – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$77K – – –
AIC
84
Ameritas Investment Company
Nebraska
$77K +$77K +1,832 New
RIA
85
Realta Investment Advisors
Delaware
$70K +$167 +4 +0.2%
PO
86
Private Ocean
California
$68K +$62.8K +1,492 +1,203%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$58K -$26.4K -632 -31%
BlackRock
88
BlackRock
New York
$58K -$4.33K -104 -7%
BWM
89
BerganKDV Wealth Management
Minnesota
$51K – – –
LWM
90
Liberty Wealth Management
California
$47K – – –
PMFA
91
Plante Moran Financial Advisors
Michigan
$47K – – –
TFGT
92
TS Financial Group (TSFG)
Illinois
$44K +$170 +4 +0.4%
GAM
93
Gemmer Asset Management
California
$38K +$170 +4 +0.4%
FAAS
94
First Allied Advisory Services
California
$38K +$38K +904 New
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$35K -$340 -8 -1%
CIAS
97
Capital Investment Advisory Services
North Carolina
$32K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$28K – – –
AF
99
Allworth Financial
California
$27K – – –
CCM
100
Covington Capital Management
California
$25K – – –
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