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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
JWM
2
Jackson Wealth Management
Florida
$9.95M
3
Wells Fargo
3
Wells Fargo
California
$7.38M
4
AssetMark Inc
4
AssetMark Inc
California
$3.09M
5
Ameriprise
5
Ameriprise
Minnesota
$30.8M

Top Sellers

1
EH
1
Equitable Holdings
New York
$33M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.11M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.6M
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
AWM
5
Apollon Wealth Management
South Carolina
$672K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPSA
76
Richard P. Slaughter Associates
Texas
$411K – – –
Mariner
77
Mariner
Kansas
$394K +$394K +5,998 New
HTIM
78
Harbour Trust & Investment Management
Indiana
$385K +$385K +5,862 New
CA
79
Cetera Advisors
Colorado
$378K +$45.7K +695 +14%
WCM
80
Windham Capital Management
Massachusetts
$377K +$3.35K +51 +0.9%
Cerity Partners
81
Cerity Partners
New York
$375K +$375K +5,710 New
RJA
82
Raymond James & Associates
Florida
$370K +$2.24K +34 +0.6%
CIA
83
Cape Investment Advisory
Georgia
$346K – – –
AAS
84
Asset Allocation Strategies
Michigan
$343K -$2.7K -41 -0.8%
CPIG
85
Chicago Partners Investment Group
Illinois
$324K – – –
TA
86
TFB Advisors
Kansas
$305K +$305K +4,644 New
AAS
87
Ameritas Advisory Services
Nebraska
$302K -$132K -1,927 -30%
OPS
88
Orion Portfolio Solutions
Nebraska
$301K +$301K +4,585 New
BCI
89
Brinker Capital Investments
Pennsylvania
$301K +$301K +4,585 New
M&T Bank
90
M&T Bank
New York
$299K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$296K +$592 +9 +0.2%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$296K – – –
MCM
93
MidAtlantic Capital Management
Virginia
$292K +$292K +4,437 New
OCG
94
Opus Capital Group
Ohio
$283K +$10.9K +166 +4%
W
95
Wealthquest
Ohio
$277K -$102K -1,549 -27%
PWM
96
Perigon Wealth Management
California
$271K +$1.58K +24 +0.6%
IF
97
Intrua Financial
Texas
$263K +$2.3K +35 +0.9%
RJT
98
Raymond James Trust
Florida
$259K – – –
KAS
99
Kestra Advisory Services
Texas
$250K +$250K +3,797 New
APW
100
Aurora Private Wealth
New Jersey
$246K +$21.7K +330 +10%
2 3
4
5 6