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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$850K
3
PA
PFG Advisors
Arizona
+$506K
4
AWA
Arete Wealth Advisors
Illinois
+$488K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$343K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$1.52M
4
UBS Group
UBS Group
Switzerland
-$994K
5
EH
Equitable Holdings
New York
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$349K – – –
WCM
77
Windham Capital Management
Massachusetts
$347K – – –
AAS
78
Ameritas Advisory Services
Nebraska
$343K +$45K +744 +15%
RJA
79
Raymond James & Associates
Florida
$342K +$672 +11 +0.2%
SOS
80
Silver Oak Securities
Tennessee
$340K +$340K +5,559 New
AAS
81
Asset Allocation Strategies
Michigan
$321K +$321K +5,256 New
CIA
82
Cape Investment Advisory
Georgia
$321K – – –
OCG
83
Opus Capital Group
Ohio
$316K -$20K -327 -6%
CA
84
Cetera Advisors
Colorado
$309K +$8.06K +132 +3%
TA
85
TFB Advisors
Kansas
$304K +$304K +4,985 New
CPIG
86
Chicago Partners Investment Group
Illinois
$299K – – –
Baird Financial Group
87
Baird Financial Group
Wisconsin
$275K – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$275K +$183 +3 +0.1%
TRCT
89
Tower Research Capital (TRC)
New York
$259K -$226K -3,693 -47%
WWM
90
Windsor Wealth Management
Indiana
$259K – – –
PWM
91
Perigon Wealth Management
California
$251K +$489 +8 +0.2%
IF
92
Intrua Financial
Texas
$242K +$733 +12 +0.3%
NW
93
NewEdge Wealth
Pennsylvania
$239K +$239K +3,919 New
H
94
HoyleCohen
California
$215K +$215K +3,528 New
APW
95
Aurora Private Wealth
New Jersey
$214K +$214K +3,502 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$208K +$208K +3,410 New
Stifel Financial
97
Stifel Financial
Missouri
$207K +$207K +3,391 New
LFS
98
Lutz Financial Services
Nebraska
$205K +$205K +3,356 New
CWM
99
Cornerstone Wealth Management
Missouri
$204K +$204K +3,339 New
TSWM
100
Tyler-Stone Wealth Management
Ohio
$201K +$201K +3,284 New
2 3
4
5 6