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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

136 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
32
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$7.18M
2
S
Surevest
California
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.19M
4
GRP
Global Retirement Partners
California
+$1.38M
5
AAS
Avantax Advisory Services
Texas
+$452K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.97M
2
EH
Equitable Holdings
New York
-$1.78M
3
SFS
Sowell Financial Services
Arkansas
-$1.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.6M
5
GM
GeoWealth Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$178K – – –
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$131K – – –
WT
103
Whittier Trust
California
$131K – – –
MFC
104
Morris Financial Concepts
South Carolina
$94K -$3.13K -50 -3%
BlackRock
105
BlackRock
New York
$80K – – –
CSB
106
City State Bank
Iowa
$80K – – –
BWM
107
BerganKDV Wealth Management
Minnesota
$77K – – –
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.2K – – –
TFGT
109
TS Financial Group (TSFG)
Illinois
$68K +$190 +3 +0.3%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$65K -$16.5K -263 -20%
PA
111
PSI Advisors
Florida
$55K +$190 +3 +0.3%
ADL
112
Asset Dedication LLC
California
$53K – – –
FCA
113
FinTrust Capital Advisors
South Carolina
$44K – – –
HBW
114
Hazlett, Burt & Watson
West Virginia
$44K +$44K +700 New
SPIA
115
Steward Partners Investment Advisory
New York
$41K – – –
CCM
116
Covington Capital Management
California
$38K – – –
CQS
117
Credential Qtrade Securities
$30.1K – – –
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$29K +$1.81K +29 +7%
FBT
119
First Bank & Trust
South Dakota
$25K – – –
IA
120
IFP Advisors
Florida
$25K +$25K +163 New
T
121
TCWP
Ohio
$25K +$25K +400 New
SCA
122
Sandy Cove Advisors
Massachusetts
$20K +$20K +315 New
AIC
123
Archer Investment Corporation
Indiana
$19.3K – – –
CWA
124
Core Wealth Advisors
Florida
$19K – – –
CMA
125
Cedar Mountain Advisors
Oregon
$19K – – –
2 3 4
5
6