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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

103 hedge funds and large institutions have $226M invested in iShares Morningstar US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
29
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.37M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$658K
4
TRCT
Tower Research Capital (TRC)
New York
+$596K
5
AG
Advisor Group
Arizona
+$518K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.12M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.47M
3
IDA
Intelligence Driven Advisers
California
-$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
5
Wells Fargo
Wells Fargo
California
-$856K
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
101
Private Ocean
California
$5K – – –
TWA
102
TCI Wealth Advisors
Arizona
$3K – – –
US Bancorp
103
US Bancorp
Minnesota
$2K -$11.4K -228 -85%
HighTower Advisors
104
HighTower Advisors
Illinois
– -$751K -18,812 Closed
GIM
105
Goelzer Investment Management
Indiana
– -$247K -6,180 Closed
SPC
106
Sigma Planning Corp
Michigan
– -$203K -5,080 Closed
RFC
107
Regions Financial Corp
Alabama
– -$50K -1,240 Closed
1 2 3 4
5