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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$850K
3
PA
PFG Advisors
Arizona
+$506K
4
AWA
Arete Wealth Advisors
Illinois
+$488K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$343K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$1.52M
4
UBS Group
UBS Group
Switzerland
-$994K
5
EH
Equitable Holdings
New York
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
101
Harbor Investment Advisory
Maryland
$189K – – –
GWM
102
Geneos Wealth Management
Colorado
$188K +$139K +2,284 +286%
HI
103
Harbour Investments
Wisconsin
$157K +$61 +1 +0%
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$127K – – –
WT
105
Whittier Trust
California
$127K – – –
HWA
106
HHM Wealth Advisors
Tennessee
$122K – – –
PCMC
107
Private Capital Management (Colorado)
Colorado
$109K – – –
AT
108
Avalon Trust
New Mexico
$103K +$103K +1,694 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$87.9K +$24.4K +400 +39%
CSB
110
City State Bank
Iowa
$77K – – –
BWM
111
BerganKDV Wealth Management
Minnesota
$74.6K – – –
RIA
112
Realta Investment Advisors
Delaware
$72.6K +$72.6K +1,189 New
TFGT
113
TS Financial Group (TSFG)
Illinois
$67K +$183 +3 +0.3%
WOSD
114
WFA of San Diego
California
$66K +$66K +1,080 New
MFC
115
Morris Financial Concepts
South Carolina
$59.1K – – –
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.8K -$5.13K -84 -8%
PA
117
PSI Advisors
Florida
$54.1K +$122 +2 +0.2%
ADL
118
Asset Dedication LLC
California
$51K – – –
IA
119
IFP Advisors
Florida
$46.5K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$41.8K +$33K +1,295 +371%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$38.2K -$282K -4,620 -88%
FCA
122
FinTrust Capital Advisors
South Carolina
$36.8K – – –
CMP
123
Coston McIsaac & Partners
Maine
$36K +$121 +2 +0.3%
CAL
124
Capital Analysts LLC
Pennsylvania
$31K – – –
VF
125
VitalStone Financial
Texas
$27K -$2.87K -50 -10%
2 3 4
5
6