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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% 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
22
Increased
33
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.65M
3
GM
GeoWealth Management
Illinois
$1.43M
4
Ameriprise
Ameriprise
Minnesota
$41.1M
5
AWM
Apollon Wealth Management
South Carolina
$1.38M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.3M
2
EH
Equitable Holdings
New York
$45.8M
3
Bank of America
Bank of America
North Carolina
$11.9M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Archer Investment Corporation
Indiana
$21K – – –
CWA
127
Core Wealth Advisors
Florida
$20K – – –
CMA
128
Cedar Mountain Advisors
Oregon
$20K – – –
FP
129
Financial Perspectives
Minnesota
$17.2K +$66 +1 +0.4%
APA
130
American Portfolios Advisors
New York
$13.3K – – –
MFT
131
Moisand Fitzgerald Tamayo
Florida
$13K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
DHGWA
133
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K +$12K +184 New
AW
134
Avion Wealth
Texas
$11K – – –
AF
135
Advisornet Financial
Minnesota
$10K – – –
AA
136
Ancora Advisors
Ohio
$9K – – –
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
MCC
138
Money Concepts Capital
Florida
$3K +$3K +48 New
PP
139
PrairieView Partners
Minnesota
$2K – – –
Citadel Advisors
140
Citadel Advisors
Florida
– -$2.69M -44,330 Closed
FTUS
141
Flow Traders U.S.
New York
– -$2.34M -38,515 Closed
GRP
142
Global Retirement Partners
California
– -$1.78M -29,286 Closed
KAS
143
Kestra Advisory Services
Texas
– -$366K -6,028 Closed
BW
144
Bison Wealth
Georgia
– -$191K -3,141 Closed
IF
145
Ironwood Financial
Arizona
– -$98K -1,612 Closed
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
– -$82K -1,297 Closed
LWM
147
Liberty Wealth Management
California
– -$67K -1,112 Closed
BC
148
Bartlett & Co
Ohio
– -$11K -180 Closed
BCWM
149
Bartlett & Co Wealth Management
Ohio
– -$10.9K -180 Closed
Barclays
150
Barclays
United Kingdom
– -$4K -60 Closed
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