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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

136 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
32
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$7.18M
2
S
Surevest
California
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.19M
4
GRP
Global Retirement Partners
California
+$1.38M
5
AAS
Avantax Advisory Services
Texas
+$452K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.97M
2
EH
Equitable Holdings
New York
-$1.78M
3
SFS
Sowell Financial Services
Arkansas
-$1.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.6M
5
GM
GeoWealth Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$359K +$63 +1 +0%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$330K – – –
WCM
78
Windham Capital Management
Massachusetts
$327K – – –
FFN
79
Focus Financial Network
Minnesota
$320K -$340K -5,413 -52%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$289K -$12.5K -199 -4%
RJA
81
Raymond James & Associates
Florida
$286K +$691 +11 +0.2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$282K -$7.81K -124 -3%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$267K +$267K +4,251 New
WWM
84
Windsor Wealth Management
Indiana
$263K – – –
CPIG
85
Chicago Partners Investment Group
Illinois
$260K +$809 +15 +0.3%
MCC
86
Money Concepts Capital
Florida
$252K +$249K +3,962 +8,254%
IF
87
Intrua Financial
Texas
$244K +$753 +12 +0.3%
APW
88
Aurora Private Wealth
New Jersey
$230K +$691 +11 +0.3%
KWM
89
Kaydan Wealth Management
Michigan
$225K -$88.2K -1,404 -28%
UCFA
90
United Capital Financial Advisors
Texas
$223K – – –
H
91
HoyleCohen
California
$222K – – –
GG
92
GenWealth Group
New Jersey
$221K – – –
Stifel Financial
93
Stifel Financial
Missouri
$210K -$94.2K -1,498 -31%
LFS
94
Lutz Financial Services
Nebraska
$210K +$628 +10 +0.3%
GWM
95
Geneos Wealth Management
Colorado
$203K -$59.2K -945 -23%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$202K – – –
ASN
97
Advisory Services Network
Georgia
$201K +$629 +10 +0.3%
HIA
98
Harbor Investment Advisory
Maryland
$194K +$64.3K +1,024 +50%
TSWM
99
Tyler-Stone Wealth Management
Ohio
$184K – – –
HWA
100
HHM Wealth Advisors
Tennessee
$182K – – –
2 3
4
5 6