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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

179 hedge funds and large institutions have $557M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
54
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.06M

Top Sellers

1
EH
Equitable Holdings
New York
-$3.51M
2
PAG
Private Advisor Group
New Jersey
-$1.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
101
Diversify Advisory Services
Utah
$360K -$4.03K -50 -1%
PFA
102
Portland Financial Advisors
New York
$356K +$356K +4,387 New
FA
103
Flagstar Advisors
New York
$349K +$974 +12 +0.3%
OMC
104
Old Mission Capital
Illinois
$341K -$567K -6,985 -62%
PWM
105
Perigon Wealth Management
California
$340K +$575 +7 +0.2%
TA
106
TFB Advisors
Kansas
$340K +$243 +3 +0.1%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$330K -$618K -7,614 -65%
LFG
108
Larson Financial Group
Missouri
$329K +$1.06K +13 +0.3%
AAS
109
Asset Allocation Strategies
Michigan
$326K +$1.09K +13 +0.3%
SPIA
110
Steward Partners Investment Advisory
New York
$326K +$27K +333 +9%
OAS
111
Optivise Advisory Services
Tennessee
$323K -$31.3K -386 -9%
MCM
112
MidAtlantic Capital Management
Virginia
$317K -$43.2K -532 -12%
Jane Street
113
Jane Street
New York
$306K -$114K -1,408 -27%
APW
114
Aurora Private Wealth
New Jersey
$301K – – –
KAS
115
Kestra Advisory Services
Texas
$287K -$95.9K -1,181 -25%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$286K – – –
KWA
117
Kingswood Wealth Advisors
California
$281K +$281K +3,463 New
LFS
118
Lutz Financial Services
Nebraska
$272K – – –
NA
119
NewEdge Advisors
Louisiana
$271K – – –
CWM
120
Cornerstone Wealth Management
Missouri
$265K -$5.84K -72 -2%
OCG
121
Opus Capital Group
Ohio
$264K – – –
GWM
122
Geneos Wealth Management
Colorado
$260K +$6.17K +76 +2%
FWM
123
FMB Wealth Management
California
$259K – – –
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$246K +$246K +3,032 New
MA
125
Mutual Advisors
Nebraska
$241K – – –
3 4
5
6 7