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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $279M invested in iShares Morningstar US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
24
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$21.6M
2
MML Investors Services
MML Investors Services
Massachusetts
+$6.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.09M
4
Ameriprise
Ameriprise
Minnesota
+$706K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$528K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
2
LPL Financial
LPL Financial
California
-$3.29M
3
EH
Equitable Holdings
New York
-$2.43M
4
IDA
Intelligence Driven Advisers
California
-$2.2M
5
JWCA
J.W. Cole Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$204K +$204K +4,188 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$172K – – –
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$168K -$19.3K -400 -10%
BW
79
Bison Wealth
Georgia
$164K -$10.9K -224 -6%
NFG
80
Next Financial Group
Texas
$155K +$155K +3,172 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$151K +$196 +4 +0.1%
HWA
82
HHM Wealth Advisors
Tennessee
$149K – – –
TI
83
Truehand Inc
New Hampshire
$134K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
IA
85
IFP Advisors
Florida
$110K -$83.9K -1,708 -43%
GWM
86
Geneos Wealth Management
Colorado
$109K – – –
HIA
87
Harbor Investment Advisory
Maryland
$101K – – –
WCG
88
Weaver Consulting Group
California
$96K – – –
IF
89
Ironwood Financial
Arizona
$79K – – –
FHA
90
Flagship Harbor Advisors
Massachusetts
$79K – – –
NNP
91
Nachman Norwood & Parrott
South Carolina
$73K +$73K +1,500 New
BlackRock
92
BlackRock
New York
$66K – – –
BWM
93
BerganKDV Wealth Management
Minnesota
$60K – – –
LWM
94
Liberty Wealth Management
California
$54K – – –
TFGT
95
TS Financial Group (TSFG)
Illinois
$51K +$193 +4 +0.4%
SPIA
96
Steward Partners Investment Advisory
New York
$34K – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$29K – – –
CCM
98
Covington Capital Management
California
$29K – – –
AIC
99
Archer Investment Corporation
Indiana
$24.2K – – –
FBT
100
First Bank & Trust
South Dakota
$20K +$20K +400 New
1 2 3
4
5