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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

119 hedge funds and large institutions have $208M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
33
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$3.44M
2
S
2
Surevest
California
$6.01M
3
Mariner
3
Mariner
Kansas
$296K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.44M
5
AT
5
American Trust
Kentucky
$878K

Top Sellers

1
W
1
Wealthquest
Ohio
$1.86M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
101
FinTrust Capital Advisors
South Carolina
$36K – – –
HBW
102
Hazlett, Burt & Watson
West Virginia
$35K – – –
CCM
103
Covington Capital Management
California
$30K – – –
CAL
104
Capital Analysts LLC
Pennsylvania
$29K +$29K +584 New
IA
105
IFP Advisors
Florida
$26K – – –
CQS
106
Credential Qtrade Securities
$23.7K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$20K – – –
CMA
108
Cedar Mountain Advisors
Oregon
$17K +$2.06K +42 +14%
AIC
109
Archer Investment Corporation
Indiana
$15.6K – – –
FP
110
Financial Perspectives
Minnesota
$13K +$49 +1 +0.4%
OPW
111
Oxler Private Wealth
New York
$10.5K – – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$10K -$16K -319 -61%
APA
113
American Portfolios Advisors
New York
$9.88K – – –
BC
114
Bartlett & Co
Ohio
$9K – – –
BCWM
115
Bartlett & Co Wealth Management
Ohio
$8.89K – – –
AW
116
Avion Wealth
Texas
$8K – – –
AA
117
Ancora Advisors
Ohio
$7K – – –
PP
118
PrairieView Partners
Minnesota
$2K – – –
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
AssetMark Inc
120
AssetMark Inc
California
$1K – – –
FTUS
121
Flow Traders U.S.
New York
– -$2.09M -40,287 Closed
Citadel Advisors
122
Citadel Advisors
Florida
– -$437K -8,416 Closed
EFSCE
123
Enterprise Financial Services Corp (EFSC)
Missouri
– -$436K -8,393 Closed
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
– -$213K -4,109 Closed
IF
125
Intrua Financial
Texas
– -$203K -3,899 Closed
2 3 4
5
6