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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% 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
22
Increased
33
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.65M
3
GM
GeoWealth Management
Illinois
$1.43M
4
Ameriprise
Ameriprise
Minnesota
$41.1M
5
AWM
Apollon Wealth Management
South Carolina
$1.38M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.3M
2
EH
Equitable Holdings
New York
$45.8M
3
Bank of America
Bank of America
North Carolina
$11.9M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$348K – – –
WCM
77
Windham Capital Management
Massachusetts
$345K – – –
KWM
78
Kaydan Wealth Management
Michigan
$331K +$331K +4,980 New
Stifel Financial
79
Stifel Financial
Missouri
$321K -$3.98K -60 -1%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$319K – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$306K +$532 +8 +0.2%
RJA
82
Raymond James & Associates
Florida
$302K +$864 +13 +0.3%
CPIG
83
Chicago Partners Investment Group
Illinois
$294K +$1.04K +17 +0.4%
WWM
84
Windsor Wealth Management
Indiana
$283K – – –
GWM
85
Geneos Wealth Management
Colorado
$277K +$596 +9 +0.2%
NFG
86
Nations Financial Group
Iowa
$272K +$33.2K +500 +14%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$266K -$264K – –
IF
88
Intrua Financial
Texas
$257K +$928 +14 +0.4%
APW
89
Aurora Private Wealth
New Jersey
$243K +$1.66K +25 +0.7%
UCFA
90
United Capital Financial Advisors
Texas
$236K – – –
H
91
HoyleCohen
California
$234K – – –
GG
92
GenWealth Group
New Jersey
$233K -$104K -1,562 -31%
LFS
93
Lutz Financial Services
Nebraska
$222K +$799 +12 +0.4%
NFG
94
Next Financial Group
Texas
$217K +$199 +3 +0.1%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$213K +$213K +3,208 New
ASN
96
Advisory Services Network
Georgia
$212K -$180K -2,700 -46%
PWM
97
Perigon Wealth Management
California
$210K +$210K +3,163 New
PCMC
98
Private Capital Management (Colorado)
Colorado
$208K -$25.7K -388 -11%
CAM
99
Cubic Asset Management
Massachusetts
$207K +$207K +3,120 New
KA
100
Kovack Advisors
Florida
$207K +$207K +3,124 New
2 3
4
5 6