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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $279M invested in iShares Morningstar US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
24
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$21.6M
2
MML Investors Services
MML Investors Services
Massachusetts
+$6.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.09M
4
Ameriprise
Ameriprise
Minnesota
+$706K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$528K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
2
LPL Financial
LPL Financial
California
-$3.29M
3
EH
Equitable Holdings
New York
-$2.43M
4
IDA
Intelligence Driven Advisers
California
-$2.2M
5
JWCA
J.W. Cole Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$5.4K -108 -26%
CMA
102
Cedar Mountain Advisors
Oregon
$15K – – –
CWA
103
Core Wealth Advisors
Florida
$15K +$15K +308 New
LFG
104
LifePlan Financial Group
Ohio
$13K – – –
FP
105
Financial Perspectives
Minnesota
$12.4K – – –
BC
106
Bartlett & Co
Ohio
$9K – – –
BCWM
107
Bartlett & Co Wealth Management
Ohio
$8.78K – – –
FWM
108
Focused Wealth Management
New York
$8K – – –
AA
109
Ancora Advisors
Ohio
$7K – – –
APA
110
American Portfolios Advisors
New York
$6.44K – – –
ASN
111
Advisory Services Network
Georgia
$3K +$3K +52 New
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
PP
113
PrairieView Partners
Minnesota
$2K – – –
AssetMark Inc
114
AssetMark Inc
California
$2K +$2K +36 New
IDA
115
Intelligence Driven Advisers
California
– -$2.2M -50,432 Closed
JWCA
116
J.W. Cole Advisors
Florida
– -$1.79M -40,992 Closed
AI
117
Atria Investments
North Carolina
– -$1.45M -33,264 Closed
VFA
118
Voya Financial Advisors
Connecticut
– -$735K -17,064 Closed
Jane Street
119
Jane Street
New York
– -$261K -5,988 Closed
Fisher Asset Management
120
Fisher Asset Management
Washington
– -$234K -5,372 Closed
KPW
121
Kore Private Wealth
New York
– -$78K -1,792 Closed
PIMG
122
Patriot Investment Management Group
Tennessee
– -$62K -1,420 Closed
PO
123
Private Ocean
California
– -$5K -124 Closed
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