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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
40
Reduced
56
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.15M
3
MCC
Money Concepts Capital
Florida
+$953K
4
UBS Group
UBS Group
Switzerland
+$747K
5
BA
Brightwater Advisory
Florida
+$564K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
JWM
Jackson Wealth Management
Florida
-$9.95M
3
AssetMark Inc
AssetMark Inc
California
-$3.33M
4
EH
Equitable Holdings
New York
-$3.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
101
Lutz Financial Services
Nebraska
$243K – – –
CWM
102
Cornerstone Wealth Management
Missouri
$242K – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$242K -$2.18K -30 -0.9%
W
104
Wealthquest
Ohio
$241K -$63.6K -877 -21%
OCG
105
Opus Capital Group
Ohio
$236K -$75.9K -1,046 -24%
FWM
106
FMB Wealth Management
California
$231K – – –
GWM
107
Geneos Wealth Management
Colorado
$225K +$507 +7 +0.2%
HIA
108
Harbor Investment Advisory
Maryland
$224K – – –
TC
109
TAP Consulting
Missouri
$218K +$218K +3,006 New
MA
110
Mutual Advisors
Nebraska
$213K +$213K +2,940 New
Stifel Financial
111
Stifel Financial
Missouri
$204K -$29.2K -403 -13%
IFA
112
Index Fund Advisors
California
$203K +$203K +2,800 New
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$151K – – –
HWA
114
HHM Wealth Advisors
Tennessee
$145K – – –
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$134K -$2.54K -35 -2%
AWM
116
Avior Wealth Management
Nebraska
$126K +$126K +1,737 New
AT
117
Avalon Trust
New Mexico
$123K – – –
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$107K +$107K +1,480 New
SPIA
119
Steward Partners Investment Advisory
New York
$106K +$92.3K +1,274 +689%
SNB
120
Security National Bank
Nebraska
$94.2K – – –
CSB
121
City State Bank
Iowa
$92K – – –
TFGT
122
TS Financial Group (TSFG)
Illinois
$80K +$216 +3 +0.3%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$77.5K +$31.1K +429 +67%
MG
124
Mather Group
Illinois
$76.4K +$76.4K +1,162 New
AssetMark Inc
125
AssetMark Inc
California
$73.5K -$3.33M -46,013 -98%
3 4
5
6 7