ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

179 hedge funds and large institutions have $557M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
54
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.06M

Top Sellers

1
EH
Equitable Holdings
New York
-$3.51M
2
PAG
Private Advisor Group
New Jersey
-$1.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$638K +$84.2K +1,037 +15%
SA
77
Sanctuary Advisors
Indiana
$638K +$336 +4 +0.1%
PA
78
PFG Advisors
Arizona
$634K -$68.5K -844 -10%
AMG
79
Asset Management Group
Connecticut
$631K +$1.79K +22 +0.3%
CD
80
Chapin Davis
Maryland
$625K – – –
AAS
81
Ameritas Advisory Services
Nebraska
$612K -$968K -11,931 -61%
NW
82
NewEdge Wealth
Pennsylvania
$602K -$28.8K -355 -5%
RTL
83
Red Tortoise LLC
Georgia
$594K – – –
IWM
84
IHT Wealth Management
Illinois
$584K -$90.7K -1,118 -13%
CMAI
85
Capital Management Associates Inc
Minnesota
$543K +$21.5K +265 +4%
SOS
86
Silver Oak Securities
Tennessee
$542K -$714K -8,758 -57%
GLA
87
Good Life Advisors
Pennsylvania
$530K -$530K -6,526 -50%
DIA
88
Dana Investment Advisors
Wisconsin
$483K – – –
CIA
89
Choate Investment Advisors
Massachusetts
$466K – – –
FFN
90
Focus Financial Network
Minnesota
$443K +$1.46K +18 +0.3%
HTIM
91
Harbour Trust & Investment Management
Indiana
$422K -$26.9K -332 -6%
CIA
92
Cape Investment Advisory
Georgia
$418K – – –
RPSA
93
Richard P. Slaughter Associates
Texas
$410K – – –
Cerity Partners
94
Cerity Partners
New York
$407K +$5.44K +67 +1%
LC
95
Landaas & Company
Wisconsin
$399K +$649 +8 +0.2%
HSG
96
Helen Stephens Group
Texas
$396K -$527K -6,499 -57%
CPIG
97
Chicago Partners Investment Group
Illinois
$394K – – –
SC
98
Scotia Capital
Ontario, Canada
$378K – – –
M&T Bank
99
M&T Bank
New York
$369K – – –
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$367K +$244 +3 +0.1%
2 3
4
5 6