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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $271M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
31
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.96M
2
AAS
Avantax Advisory Services
Texas
+$1.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.72M
4
SFS
Sowell Financial Services
Arkansas
+$689K
5
Truist Financial
Truist Financial
North Carolina
+$565K

Top Sellers

1
BWM
Benchmark Wealth Management
Connecticut
-$56.5M
2
IAN
Integrated Advisors Network
Texas
-$6.12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.71M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.13M
5
Ameriprise
Ameriprise
Minnesota
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFG Advisory
Georgia
– -$261K -4,832 Closed
LSPW
127
Lake Street Private Wealth
Illinois
– -$211K -3,900 Closed
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
– -$189K -3,480 Closed
IA
129
IFP Advisors
Florida
– -$111K -2,040 Closed
WOSD
130
WFA of San Diego
California
– -$216 -1,472 Closed
IA
131
Inspire Advisors
Idaho
– -$24K -452 Closed
ASN
132
Advisory Services Network
Georgia
– -$3K -52 Closed
2 3 4 5
6