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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.07M
2
Osaic Holdings
Osaic Holdings
Arizona
+$528K
3
AIC
Ameritas Investment Company
Nebraska
+$349K
4
AAS
Avantax Advisory Services
Texas
+$331K
5
AIP
Almanack Investment Partners
Pennsylvania
+$278K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.51M
2
EH
Equitable Holdings
New York
-$5.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.26M
4
FP
Financial Perspectives
Minnesota
-$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
– -$131K -2,340 Closed
AIC
127
Archer Investment Corporation
Indiana
– -$27.8K -496 Closed
SWM
128
Spire Wealth Management
Virginia
– -$16K -280 Closed
IAIM
129
International Assets Investment Management
Florida
– -$10K -188 Closed
2 3 4 5
6