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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.07M
2
Osaic Holdings
Osaic Holdings
Arizona
+$528K
3
AIC
Ameritas Investment Company
Nebraska
+$349K
4
AAS
Avantax Advisory Services
Texas
+$331K
5
AIP
Almanack Investment Partners
Pennsylvania
+$278K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.51M
2
EH
Equitable Holdings
New York
-$5.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.26M
4
FP
Financial Perspectives
Minnesota
-$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
101
BlackRock
New York
$74K -$7.74K -128 -9%
BWM
102
BerganKDV Wealth Management
Minnesota
$74K -$121 -2 -0.2%
LWM
103
Liberty Wealth Management
California
$68K – – –
TFGT
104
TS Financial Group (TSFG)
Illinois
$65K +$183 +3 +0.3%
ADL
105
Asset Dedication LLC
California
$51K +$51K +840 New
FCA
106
FinTrust Capital Advisors
South Carolina
$43K +$43K +700 New
SPIA
107
Steward Partners Investment Advisory
New York
$42K -$173K -2,828 -80%
CCM
108
Covington Capital Management
California
$36K – – –
CQS
109
Credential Qtrade Securities
$29.1K – – –
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$29K +$29K +482 New
FBT
111
First Bank & Trust
South Dakota
$24K – – –
Barclays
112
Barclays
United Kingdom
$24K +$24K +400 New
CWA
113
Core Wealth Advisors
Florida
$19K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
CMA
115
Cedar Mountain Advisors
Oregon
$18K – – –
FP
116
Financial Perspectives
Minnesota
$15.6K -$3.49M -57,347 -100%
APA
117
American Portfolios Advisors
New York
$12.1K +$4.13K +68 +52%
MFT
118
Moisand Fitzgerald Tamayo
Florida
$12K +$12K +200 New
BC
119
Bartlett & Co
Ohio
$11K – – –
BCWM
120
Bartlett & Co Wealth Management
Ohio
$10.9K – – –
AA
121
Ancora Advisors
Ohio
$8K – – –
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PP
123
PrairieView Partners
Minnesota
$2K – – –
FAIM
124
Financial Advocates Investment Management
Washington
– -$236K -4,212 Closed
BAM
125
Belpointe Asset Management
Nevada
– -$157K -2,808 Closed
2 3 4
5
6