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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

123 hedge funds and large institutions have $235M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
36
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$12.5M
2
FTUS
2
Flow Traders U.S.
New York
$2.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$929K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Ameriprise
2
Ameriprise
Minnesota
$28.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.07M
4
LPL Financial
4
LPL Financial
California
$11M
5
EH
5
Equitable Holdings
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$273K – – –
WCM
77
Windham Capital Management
Massachusetts
$270K – – –
FFN
78
Focus Financial Network
Minnesota
$266K +$831 +16 +0.3%
CA
79
Cetera Advisors
Colorado
$259K -$40.8K -784 -14%
Cerity Partners
80
Cerity Partners
New York
$247K -$70.9K -1,364 -22%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$239K -$52 -1 -0%
RJA
82
Raymond James & Associates
Florida
$237K +$675 +13 +0.3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$233K +$156 +3 +0.1%
WWM
84
Windsor Wealth Management
Indiana
$224K – – –
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$213K -$7.36K -142 -3%
IF
86
Intrua Financial
Texas
$203K +$573 +11 +0.3%
GWM
87
Geneos Wealth Management
Colorado
$170K +$367 +7 +0.2%
HIA
88
Harbor Investment Advisory
Maryland
$160K – – –
TSWM
89
Tyler-Stone Wealth Management
Ohio
$152K – – –
HWA
90
HHM Wealth Advisors
Tennessee
$150K – – –
HI
91
Harbour Investments
Wisconsin
$134K +$134K +2,576 New
WT
92
Whittier Trust
California
$108K – – –
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$108K – – –
MFC
94
Morris Financial Concepts
South Carolina
$78K – – –
CSB
95
City State Bank
Iowa
$66K – – –
BlackRock
96
BlackRock
New York
$64K -$2.41K -46 -4%
BWM
97
BerganKDV Wealth Management
Minnesota
$63K – – –
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K – – –
TFGT
99
TS Financial Group (TSFG)
Illinois
$56K +$208 +4 +0.4%
WOSD
100
WFA of San Diego
California
$56K +$56K +1,080 New
2 3
4
5 6