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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $242M invested in iShares Morningstar US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.9M
2
IAN
Integrated Advisors Network
Texas
+$8.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.03M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.18M
5
JWCA
J.W. Cole Advisors
Florida
+$1.79M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.72M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.17M
5
MA
Mutual Advisors
Nebraska
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$209K +$209K +4,800 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$202K -$18.9K -432 -9%
PCMC
78
Private Capital Management (Colorado)
Colorado
$200K +$200K +4,588 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$172K – – –
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$169K -$36.6K -840 -18%
IA
81
IFP Advisors
Florida
$168K -$82.2K -1,932 -33%
BW
82
Bison Wealth
Georgia
$157K -$2.27K -52 -1%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$135K +$175 +4 +0.1%
HWA
84
HHM Wealth Advisors
Tennessee
$134K – – –
TI
85
Truehand Inc
New Hampshire
$120K +$120K +2,740 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K – – –
GWM
87
Geneos Wealth Management
Colorado
$97K – – –
HIA
88
Harbor Investment Advisory
Maryland
$90K – – –
WCG
89
Weaver Consulting Group
California
$86K – – –
KPW
90
Kore Private Wealth
New York
$78K -$56.9K -1,308 -42%
FHA
91
Flagship Harbor Advisors
Massachusetts
$71K – – –
IF
92
Ironwood Financial
Arizona
$70K – – –
PIMG
93
Patriot Investment Management Group
Tennessee
$62K +$62K +1,420 New
BlackRock
94
BlackRock
New York
$59K – – –
BWM
95
BerganKDV Wealth Management
Minnesota
$53K – – –
LWM
96
Liberty Wealth Management
California
$49K – – –
TFGT
97
TS Financial Group (TSFG)
Illinois
$46K +$175 +4 +0.4%
SPIA
98
Steward Partners Investment Advisory
New York
$30K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$26K -$10.6K -240 -29%
CCM
100
Covington Capital Management
California
$26K – – –
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4
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