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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% 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
22
Increased
33
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.65M
3
GM
GeoWealth Management
Illinois
$1.43M
4
Ameriprise
Ameriprise
Minnesota
$41.1M
5
AWM
Apollon Wealth Management
South Carolina
$1.38M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.3M
2
EH
Equitable Holdings
New York
$45.8M
3
Bank of America
Bank of America
North Carolina
$11.9M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
TAP Consulting
Missouri
$200K +$200K +3,015 New
TSWM
102
Tyler-Stone Wealth Management
Ohio
$194K +$194K +2,924 New
HWA
103
HHM Wealth Advisors
Tennessee
$192K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$188K +$188K +2,838 New
HI
105
Harbour Investments
Wisconsin
$171K -$210K -3,167 -55%
TI
106
Truehand Inc
New Hampshire
$146K – – –
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$138K – – –
WT
108
Whittier Trust
California
$138K +$138K +2,080 New
HIA
109
Harbor Investment Advisory
Maryland
$137K – – –
EWM
110
Elmwood Wealth Management
California
$129K +$129K +1,936 New
MFC
111
Morris Financial Concepts
South Carolina
$103K +$103K +1,550 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$86K +$66 +1 +0.1%
BlackRock
113
BlackRock
New York
$84K – – –
CSB
114
City State Bank
Iowa
$84K +$84K +1,268 New
BWM
115
BerganKDV Wealth Management
Minnesota
$81K – – –
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.3K -$80.2K -1,208 -51%
TFGT
117
TS Financial Group (TSFG)
Illinois
$71K +$265 +4 +0.4%
PA
118
PSI Advisors
Florida
$57K +$198 +3 +0.3%
ADL
119
Asset Dedication LLC
California
$56K – – –
FCA
120
FinTrust Capital Advisors
South Carolina
$46K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$43K – – –
CCM
122
Covington Capital Management
California
$40K – – –
CQS
123
Credential Qtrade Securities
$32K – – –
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$29K -$14.5K -219 -33%
FBT
125
First Bank & Trust
South Dakota
$27K – – –
2 3 4
5
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