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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.07M
2
Osaic Holdings
Osaic Holdings
Arizona
+$528K
3
AIC
Ameritas Investment Company
Nebraska
+$349K
4
AAS
Avantax Advisory Services
Texas
+$331K
5
AIP
Almanack Investment Partners
Pennsylvania
+$278K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.51M
2
EH
Equitable Holdings
New York
-$5.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.26M
4
FP
Financial Perspectives
Minnesota
-$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$298K -$891K -14,270 -75%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$292K – – –
PA
78
PFG Advisors
Arizona
$289K -$27K -444 -9%
AIP
79
Almanack Investment Partners
Pennsylvania
$278K +$278K +4,574 New
RJA
80
Raymond James & Associates
Florida
$274K -$31.9K -526 -10%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$266K -$246K – –
WWM
82
Windsor Wealth Management
Indiana
$258K +$61 +1 +0%
GWM
83
Geneos Wealth Management
Colorado
$256K -$767K -12,480 -75%
IF
84
Intrua Financial
Texas
$242K -$723K -11,504 -75%
PCMC
85
Private Capital Management (Colorado)
Colorado
$241K -$20.8K -343 -8%
ERWM
86
Elk River Wealth Management
Colorado
$238K – – –
UCFA
87
United Capital Financial Advisors
Texas
$235K – – –
APW
88
Aurora Private Wealth
New Jersey
$220K +$849 +14 +0.4%
NFG
89
Next Financial Group
Texas
$211K -$5.9K -97 -3%
LFS
90
Lutz Financial Services
Nebraska
$201K +$201K +3,312 New
BW
91
Bison Wealth
Georgia
$191K -$426 -7 -0.2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$188K +$182 +3 +0.1%
HWA
93
HHM Wealth Advisors
Tennessee
$180K -$6.08K -100 -3%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$172K -$516K -8,514 -75%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K – – –
TI
96
Truehand Inc
New Hampshire
$134K – – –
HIA
97
Harbor Investment Advisory
Maryland
$125K – – –
EWM
98
Elmwood Wealth Management
California
$118K – – –
IF
99
Ironwood Financial
Arizona
$98K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$79K +$48.7K +799 +161%
2 3
4
5 6