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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$1.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$937K
3
Jane Street
Jane Street
New York
+$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.24M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$858K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
5
Morgan Stanley
Morgan Stanley
New York
-$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
76
Opus Capital Group
Ohio
$310K +$282 +5 +0.1%
CIA
77
Cape Investment Advisory
Georgia
$296K +$296K +5,255 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$296K – – –
AAS
79
Ameritas Advisory Services
Nebraska
$279K -$137K -2,419 -33%
CA
80
Cetera Advisors
Colorado
$277K -$3.84K -68 -1%
CPIG
81
Chicago Partners Investment Group
Illinois
$274K – – –
Baird Financial Group
82
Baird Financial Group
Wisconsin
$254K -$5.64K -100 -2%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$254K +$226 +4 +0.1%
WWM
84
Windsor Wealth Management
Indiana
$239K – – –
FTUS
85
Flow Traders U.S.
New York
$233K +$233K +4,124 New
PWM
86
Perigon Wealth Management
California
$231K -$26.2K -465 -10%
IF
87
Intrua Financial
Texas
$224K +$848 +15 +0.4%
HIA
88
Harbor Investment Advisory
Maryland
$174K – – –
HI
89
Harbour Investments
Wisconsin
$145K – – –
IA
90
IFP Advisors
Florida
$119K +$93.5K +597 +364%
FMII
91
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
WT
92
Whittier Trust
California
$117K – – –
HWA
93
HHM Wealth Advisors
Tennessee
$113K – – –
PCMC
94
Private Capital Management (Colorado)
Colorado
$100K +$100K +1,776 New
CSB
95
City State Bank
Iowa
$72K – – –
BWM
96
BerganKDV Wealth Management
Minnesota
$68.9K – – –
ASN
97
Advisory Services Network
Georgia
$66.6K – – –
TFGT
98
TS Financial Group (TSFG)
Illinois
$62K +$284 +5 +0.5%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$58.5K +$56 +1 +0.1%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K -$9.42K -167 -14%
2 3
4
5 6