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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

120 hedge funds and large institutions have $264M invested in iShares Morningstar US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
31
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.9M
2
AWM
AE Wealth Management
Kansas
+$3.91M
3
SS
Simplicity Solutions
Minnesota
+$3.9M
4
AAS
Avantax Advisory Services
Texas
+$485K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$403K

Top Sellers

1
Axa
Axa
France
-$41.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.44M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.5M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.77M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
126
Golden State Wealth Management
California
– -$158K -3,768 Closed
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
– -$77K -1,832 Closed
FAAS
128
First Allied Advisory Services
California
– -$38K -904 Closed
MAM
129
Meeder Asset Management
Ohio
– -$8K -200 Closed
2 3 4 5
6