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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $242M invested in iShares Morningstar US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.9M
2
IAN
Integrated Advisors Network
Texas
+$8.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.03M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.18M
5
JWCA
J.W. Cole Advisors
Florida
+$1.79M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.72M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.17M
5
MA
Mutual Advisors
Nebraska
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
101
Archer Investment Corporation
Indiana
$21.6K – – –
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$4.77K -108 -21%
CMA
103
Cedar Mountain Advisors
Oregon
$13K -$1.2K -28 -8%
LFG
104
LifePlan Financial Group
Ohio
$12K – – –
FP
105
Financial Perspectives
Minnesota
$11.1K +$173 +4 +2%
BC
106
Bartlett & Co
Ohio
$8K – – –
BCWM
107
Bartlett & Co Wealth Management
Ohio
$7.85K – – –
FWM
108
Focused Wealth Management
New York
$7K – – –
AA
109
Ancora Advisors
Ohio
$6K -$53.3K -1,208 -90%
APA
110
American Portfolios Advisors
New York
$5.76K +$5.76K +132 New
PO
111
Private Ocean
California
$5K -$60.2K -1,492 -92%
PP
112
PrairieView Partners
Minnesota
$2K – – –
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
APW
114
Aurora Private Wealth
New Jersey
– -$261K -7,116 Closed
NFG
115
Next Financial Group
Texas
– -$94K -2,572 Closed
WAP
116
Wealthcare Advisory Partners
Pennsylvania
– -$86K -2,340 Closed
PMFA
117
Plante Moran Financial Advisors
Michigan
– -$41K -1,128 Closed
CIAS
118
Capital Investment Advisory Services
North Carolina
– -$28K -760 Closed
AF
119
Allworth Financial
California
– -$24K -644 Closed
APWM
120
Atlas Private Wealth Management
New York
– -$8K -212 Closed
SF
121
Synovus Financial
Georgia
– -$6K -164 Closed
ASN
122
Advisory Services Network
Georgia
– -$2K -52 Closed
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