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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

123 hedge funds and large institutions have $235M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
36
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$12.5M
2
FTUS
2
Flow Traders U.S.
New York
$2.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$929K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Ameriprise
2
Ameriprise
Minnesota
$28.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.07M
4
LPL Financial
4
LPL Financial
California
$11M
5
EH
5
Equitable Holdings
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
101
Coston McIsaac & Partners
Maine
$55K +$55K +1,059 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$54K – – –
PA
103
PSI Advisors
Florida
$45K +$155 +3 +0.3%
FCA
104
FinTrust Capital Advisors
South Carolina
$38K – – –
HBW
105
Hazlett, Burt & Watson
West Virginia
$36K – – –
CCM
106
Covington Capital Management
California
$31K – – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$27K +$2.76K +53 +11%
IA
108
IFP Advisors
Florida
$25K – – –
CQS
109
Credential Qtrade Securities
$25K – – –
SPIA
110
Steward Partners Investment Advisory
New York
$21K -$12.2K -240 -37%
FBT
111
First Bank & Trust
South Dakota
$21K – – –
AIC
112
Archer Investment Corporation
Indiana
$16.4K – – –
CMA
113
Cedar Mountain Advisors
Oregon
$16K – – –
FP
114
Financial Perspectives
Minnesota
$13.6K +$52 +1 +0.4%
APA
115
American Portfolios Advisors
New York
$10.4K – – –
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
BCWM
117
Bartlett & Co Wealth Management
Ohio
$9.35K – – –
BC
118
Bartlett & Co
Ohio
$9K – – –
AW
119
Avion Wealth
Texas
$8K – – –
AA
120
Ancora Advisors
Ohio
$7K – – –
PP
121
PrairieView Partners
Minnesota
$2K – – –
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
AssetMark Inc
123
AssetMark Inc
California
$1K -$1.63M -22,794 -100%
SOS
124
Silver Oak Securities
Tennessee
– -$561K -9,048 Closed
CCA
125
Cadent Capital Advisors
Oklahoma
– -$458K -7,291 Closed
2 3 4
5
6