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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
40
Reduced
56
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.15M
3
MCC
Money Concepts Capital
Florida
+$953K
4
UBS Group
UBS Group
Switzerland
+$747K
5
BA
Brightwater Advisory
Florida
+$564K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
JWM
Jackson Wealth Management
Florida
-$9.95M
3
AssetMark Inc
AssetMark Inc
California
-$3.33M
4
EH
Equitable Holdings
New York
-$3.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTIM
76
Harbour Trust & Investment Management
Indiana
$425K – – –
CIA
77
Choate Investment Advisors
Massachusetts
$416K +$416K +5,739 New
DAS
78
Diversify Advisory Services
Utah
$411K +$411K +5,687 New
RJA
79
Raymond James & Associates
Florida
$408K +$797 +11 +0.2%
FA
80
Flagstar Advisors
New York
$405K -$206K -2,837 -34%
BCI
81
Brinker Capital Investments
Pennsylvania
$391K +$58.4K +806 +18%
OPS
82
Orion Portfolio Solutions
Nebraska
$391K +$58.4K +806 +18%
Cerity Partners
83
Cerity Partners
New York
$388K -$25.9K -358 -6%
CIA
84
Cape Investment Advisory
Georgia
$381K – – –
KAS
85
Kestra Advisory Services
Texas
$375K +$99.6K +1,374 +36%
FFN
86
Focus Financial Network
Minnesota
$373K -$697K -10,095 -65%
CPIG
87
Chicago Partners Investment Group
Illinois
$337K – – –
M&T Bank
88
M&T Bank
New York
$330K – – –
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$327K +$217 +3 +0.1%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$326K – – –
MCM
91
MidAtlantic Capital Management
Virginia
$322K – – –
AAS
92
Asset Allocation Strategies
Michigan
$309K -$69K -952 -18%
PWM
93
Perigon Wealth Management
California
$300K +$580 +8 +0.2%
TSWM
94
Tyler-Stone Wealth Management
Ohio
$296K +$58K +800 +24%
IF
95
Intrua Financial
Texas
$291K +$870 +12 +0.3%
TA
96
TFB Advisors
Kansas
$290K -$31.9K -461 -10%
RJT
97
Raymond James Trust
Florida
$286K – – –
APW
98
Aurora Private Wealth
New Jersey
$266K -$4.12K -57 -2%
H
99
HoyleCohen
California
$256K – – –
HI
100
Harbour Investments
Wisconsin
$253K +$290 +4 +0.1%
2 3
4
5 6