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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

124 hedge funds and large institutions have $281M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
29
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
2
BWM
Benchmark Wealth Management
Connecticut
+$5.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.03M
4
JWCA
J.W. Cole Advisors
Florida
+$2.12M
5
KAS
Kestra Advisory Services
Texas
+$1.42M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$24M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.76M
4
IAN
Integrated Advisors Network
Texas
-$4.43M
5
EH
Equitable Holdings
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$261K -$892K -16,520 -77%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$260K -$217 -4 -0.1%
GWM
78
Geneos Wealth Management
Colorado
$252K +$124K +2,208 +96%
BS
79
Boenning & Scattergood
Pennsylvania
$251K +$15.2K +280 +6%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$250K – – –
PCMC
81
Private Capital Management (Colorado)
Colorado
$248K – – –
RJA
82
Raymond James & Associates
Florida
$244K -$66.9K -1,232 -22%
WWM
83
Windsor Wealth Management
Indiana
$230K – – –
FAIM
84
Financial Advocates Investment Management
Washington
$228K +$651 +12 +0.3%
NFG
85
Next Financial Group
Texas
$219K +$46.9K +864 +27%
LSPW
86
Lake Street Private Wealth
Illinois
$211K +$211K +3,900 New
UCFA
87
United Capital Financial Advisors
Texas
$210K +$210K +3,876 New
IF
88
Intrua Financial
Texas
$207K +$207K +3,828 New
APW
89
Aurora Private Wealth
New Jersey
$205K +$205K +3,776 New
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$189K – – –
BW
91
Bison Wealth
Georgia
$183K +$650 +12 +0.4%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$172K – – –
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$167K +$216 +4 +0.1%
HWA
94
HHM Wealth Advisors
Tennessee
$166K – – –
BAM
95
Belpointe Asset Management
Nevada
$152K +$152K +2,808 New
TI
96
Truehand Inc
New Hampshire
$149K – – –
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K – – –
HIA
98
Harbor Investment Advisory
Maryland
$112K – – –
IA
99
IFP Advisors
Florida
$111K -$10.9K -200 -9%
IF
100
Ironwood Financial
Arizona
$87K – – –
2 3
4
5 6