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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
JWM
2
Jackson Wealth Management
Florida
$9.95M
3
Wells Fargo
3
Wells Fargo
California
$7.38M
4
AssetMark Inc
4
AssetMark Inc
California
$3.09M
5
Ameriprise
5
Ameriprise
Minnesota
$30.8M

Top Sellers

1
EH
1
Equitable Holdings
New York
$33M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.11M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.6M
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
AWM
5
Apollon Wealth Management
South Carolina
$672K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
101
Strategic Investment Advisors
Michigan
$237K – – –
H
102
HoyleCohen
California
$232K – – –
HI
103
Harbour Investments
Wisconsin
$229K +$4.14K +63 +2%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$221K +$221K +3,363 New
LFS
105
Lutz Financial Services
Nebraska
$221K +$221K +3,356 New
CWM
106
Cornerstone Wealth Management
Missouri
$220K +$220K +3,340 New
TSWM
107
Tyler-Stone Wealth Management
Ohio
$216K – – –
Stifel Financial
108
Stifel Financial
Missouri
$211K +$211K +3,213 New
FWM
109
FMB Wealth Management
California
$210K +$210K +3,188 New
GWM
110
Geneos Wealth Management
Colorado
$204K +$1.38K +21 +0.7%
HIA
111
Harbor Investment Advisory
Maryland
$203K – – –
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$137K – – –
HWA
113
HHM Wealth Advisors
Tennessee
$132K – – –
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$124K -$10.3K -156 -8%
AT
115
Avalon Trust
New Mexico
$111K – – –
TRCT
116
Tower Research Capital (TRC)
New York
$103K -$445K -6,768 -81%
SNB
117
Security National Bank
Nebraska
$85.5K +$85.5K +1,300 New
CSB
118
City State Bank
Iowa
$83K – – –
SWA
119
SOA Wealth Advisors
New York
$80.8K – – –
ASN
120
Advisory Services Network
Georgia
$77.6K +$77.6K +1,180 New
TFGT
121
TS Financial Group (TSFG)
Illinois
$73K +$660 +10 +0.9%
PA
122
PSI Advisors
Florida
$58.7K +$591 +9 +1%
SL
123
Salomon & Ludwin
Virginia
$51.6K – – –
VL
124
Vima LLC
Michigan
$47.9K +$47.9K +728 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.8K -$7.37K -112 -14%
3 4
5
6 7