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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

124 hedge funds and large institutions have $281M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
29
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
2
BWM
Benchmark Wealth Management
Connecticut
+$5.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.03M
4
JWCA
J.W. Cole Advisors
Florida
+$2.12M
5
KAS
Kestra Advisory Services
Texas
+$1.42M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$24M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.76M
4
IAN
Integrated Advisors Network
Texas
-$4.43M
5
EH
Equitable Holdings
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
126
Weaver Consulting Group
California
– -$96K -1,960 Closed
FHA
127
Flagship Harbor Advisors
Massachusetts
– -$79K -1,628 Closed
NNP
128
Nachman Norwood & Parrott
South Carolina
– -$73K -1,500 Closed
FWM
129
Focused Wealth Management
New York
– -$8K -160 Closed
AssetMark Inc
130
AssetMark Inc
California
– -$2K -36 Closed
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
– -$283K – –
2 3 4 5
6