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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$29.5M
2
Wells Fargo
Wells Fargo
California
+$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$10.3M
4
PAG
Private Advisor Group
New Jersey
+$9.22M
5
LPL Financial
LPL Financial
California
+$7.67M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.59M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
EH
Equitable Holdings
New York
-$1.04M
5
Ameriprise
Ameriprise
Minnesota
-$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MidAtlantic Capital Management
Virginia
$352K – – –
OAS
102
Optivise Advisory Services
Tennessee
$346K +$1.74K +22 +0.5%
FA
103
Flagstar Advisors
New York
$340K -$14.7K -186 -4%
TA
104
TFB Advisors
Kansas
$331K – – –
PWM
105
Perigon Wealth Management
California
$328K -$158 -2 -0%
LFG
106
Larson Financial Group
Missouri
$320K +$1.11K +14 +0.3%
RJT
107
Raymond James Trust
Florida
$312K – – –
AAS
108
Asset Allocation Strategies
Michigan
$308K +$555 +7 +0.2%
Northern Trust
109
Northern Trust
Illinois
$302K -$18.3K -231 -6%
APW
110
Aurora Private Wealth
New Jersey
$294K +$873 +11 +0.3%
SPIA
111
Steward Partners Investment Advisory
New York
$292K +$115K +1,453 +65%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$280K +$280K +3,528 New
LFS
113
Lutz Financial Services
Nebraska
$266K – – –
NA
114
NewEdge Advisors
Louisiana
$265K +$265K +3,345 New
CWM
115
Cornerstone Wealth Management
Missouri
$265K – – –
OCG
116
Opus Capital Group
Ohio
$258K – – –
FWM
117
FMB Wealth Management
California
$253K – – –
GWM
118
Geneos Wealth Management
Colorado
$248K +$634 +8 +0.3%
MA
119
Mutual Advisors
Nebraska
$235K – – –
IFA
120
Index Fund Advisors
California
$222K – – –
NCFG
121
New Century Financial Group
New Jersey
$213K +$79 +1 +0%
W
122
Wealthquest
Ohio
$213K -$36.2K -461 -15%
SI
123
Seeds Investor
New York
$204K +$204K +2,569 New
HWA
124
HCR Wealth Advisors
California
$201K +$201K +2,536 New
HI
125
Harbour Investments
Wisconsin
$191K -$86.2K -1,088 -31%
3 4
5
6 7