ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
23
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.52M
3
Goldman Sachs
Goldman Sachs
New York
+$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
5
MA
Mutual Advisors
Nebraska
+$1.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.56M
2
AWM
AE Wealth Management
Kansas
-$3.91M
3
SS
Simplicity Solutions
Minnesota
-$3.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.53M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
101
Financial Perspectives
Minnesota
$9.29K – – –
APWM
102
Atlas Private Wealth Management
New York
$8K -$75.3K -1,996 -90%
BC
103
Bartlett & Co
Ohio
$7K +$7K +180 New
BCWM
104
Bartlett & Co Wealth Management
Ohio
$6.6K – – –
FWM
105
Focused Wealth Management
New York
$6K – – –
SF
106
Synovus Financial
Georgia
$6K +$6K +164 New
ASN
107
Advisory Services Network
Georgia
$2K – – –
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
PP
109
PrairieView Partners
Minnesota
$1K +$1K +36 New
AWM
110
AE Wealth Management
Kansas
– -$3.91M -84,676 Closed
SS
111
Simplicity Solutions
Minnesota
– -$3.9M -84,596 Closed
AI
112
Atria Investments
North Carolina
– -$2.07M -44,868 Closed
JWCA
113
J.W. Cole Advisors
Florida
– -$1.96M -42,592 Closed
PA
114
Procyon Advisors
Connecticut
– -$1.4M -30,412 Closed
LAS
115
Lloyd Advisory Services
Georgia
– -$347K -7,532 Closed
WCM
116
Windham Capital Management
Massachusetts
– -$240K -5,196 Closed
UCFA
117
United Capital Financial Advisors
Texas
– -$227K -4,932 Closed
Baird Financial Group
118
Baird Financial Group
Wisconsin
– -$221K -4,800 Closed
DL
119
DOHJ LLC
Washington
– -$200K -4,340 Closed
RIA
120
Realta Investment Advisors
Delaware
– -$75K -1,676 Closed
GAM
121
Gemmer Asset Management
California
– -$42K -900 Closed
US Bancorp
122
US Bancorp
Minnesota
– -$35K -760 Closed
PA
123
PSI Advisors
Florida
– -$29K -640 Closed
AF
124
Affiance Financial
Minnesota
– -$20K -440 Closed
JFA
125
JNBA Financial Advisors
Minnesota
– -$5K -108 Closed
2 3 4
5
6