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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

161 hedge funds and large institutions have $308M invested in iShares Morningstar US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
48
Reduced
43
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.02M
5
HSG
5
Helen Stephens Group
Texas
$852K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$31.9M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$14.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$637K
4
Bank of America
4
Bank of America
North Carolina
$9.46M
5
Wells Fargo
5
Wells Fargo
California
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPSA
76
Richard P. Slaughter Associates
Texas
$444K -$21K -279 -5%
HTIM
77
Harbour Trust & Investment Management
Indiana
$441K – – –
CIA
78
Choate Investment Advisors
Massachusetts
$431K – – –
RJA
79
Raymond James & Associates
Florida
$430K +$6.84K +91 +2%
FFN
80
Focus Financial Network
Minnesota
$417K +$1.15K +15 +0.3%
DAS
81
Diversify Advisory Services
Utah
$404K -$32.2K -420 -7%
Cerity Partners
82
Cerity Partners
New York
$402K – – –
SC
83
Scotia Capital
Ontario, Canada
$402K -$351K -4,673 -47%
CIA
84
Cape Investment Advisory
Georgia
$395K – – –
LC
85
Landaas & Company
Wisconsin
$368K -$102K -1,353 -22%
CPIG
86
Chicago Partners Investment Group
Illinois
$362K – – –
KAS
87
Kestra Advisory Services
Texas
$354K -$35K -465 -9%
M&T Bank
88
M&T Bank
New York
$342K – – –
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$339K +$150 +2 +0%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$338K – – –
FA
91
Flagstar Advisors
New York
$336K -$84.2K -1,120 -20%
MCM
92
MidAtlantic Capital Management
Virginia
$334K – – –
OAS
93
Optivise Advisory Services
Tennessee
$326K +$326K +4,340 New
TA
94
TFB Advisors
Kansas
$314K – – –
PWM
95
Perigon Wealth Management
California
$311K +$526 +7 +0.2%
IF
96
Intrua Financial
Texas
$308K +$6.46K +86 +2%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$307K – – –
Northern Trust
98
Northern Trust
Illinois
$304K +$304K +4,048 New
LFG
99
Larson Financial Group
Missouri
$302K +$302K +4,024 New
RJT
100
Raymond James Trust
Florida
$296K – – –
2 3
4
5 6