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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

161 hedge funds and large institutions have $308M invested in iShares Morningstar US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
48
Reduced
43
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$5.98M
3
Citadel Advisors
Citadel Advisors
Florida
$2.46M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.02M
5
HSG
Helen Stephens Group
Texas
$852K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$637K
4
Bank of America
Bank of America
North Carolina
$9.46M
5
Wells Fargo
Wells Fargo
California
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Asset Allocation Strategies
Michigan
$291K -$28.6K -381 -9%
APW
102
Aurora Private Wealth
New Jersey
$278K +$677 +9 +0.2%
H
103
HoyleCohen
California
$265K – – –
HI
104
Harbour Investments
Wisconsin
$263K +$301 +4 +0.1%
LFS
105
Lutz Financial Services
Nebraska
$252K – – –
CWM
106
Cornerstone Wealth Management
Missouri
$251K +$75 +1 +0%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$247K -$3.23K -43 -1%
OCG
108
Opus Capital Group
Ohio
$244K – – –
FWM
109
FMB Wealth Management
California
$240K – – –
W
110
Wealthquest
Ohio
$238K -$12.2K -162 -5%
VFPW
111
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K -$397K -5,281 -63%
GWM
112
Geneos Wealth Management
Colorado
$234K +$451 +6 +0.2%
MA
113
Mutual Advisors
Nebraska
$221K – – –
IFA
114
Index Fund Advisors
California
$210K – – –
NCFG
115
New Century Financial Group
New Jersey
$202K +$202K +2,691 New
TRCT
116
Tower Research Capital (TRC)
New York
$177K +$166K +2,208 +1,566%
SPIA
117
Steward Partners Investment Advisory
New York
$168K +$58.1K +773 +53%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$156K – – –
HIA
119
Harbor Investment Advisory
Maryland
$155K -$77K -1,024 -33%
HWA
120
HHM Wealth Advisors
Tennessee
$150K – – –
ATPW
121
Ashton Thomas Private Wealth
Arizona
$138K +$138K +1,840 New
AT
122
Avalon Trust
New Mexico
$127K – – –
AWM
123
Avior Wealth Management
Nebraska
$116K -$14.2K -189 -11%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$114K – – –
TIM
125
Tortoise Investment Management
New York
$101K +$101K +1,340 New
3 4
5
6 7