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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

136 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
32
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$7.18M
2
S
Surevest
California
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.19M
4
GRP
Global Retirement Partners
California
+$1.38M
5
AAS
Avantax Advisory Services
Texas
+$452K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.97M
2
EH
Equitable Holdings
New York
-$1.78M
3
SFS
Sowell Financial Services
Arkansas
-$1.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.6M
5
GM
GeoWealth Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
126
Financial Perspectives
Minnesota
$16.4K +$63 +1 +0.4%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
APA
128
American Portfolios Advisors
New York
$12.6K – – –
DHGWA
129
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K – – –
BCWM
130
Bartlett & Co Wealth Management
Ohio
$11.3K +$11.3K +180 New
BC
131
Bartlett & Co
Ohio
$11K +$11K +180 New
AF
132
Advisornet Financial
Minnesota
$10K – – –
AW
133
Avion Wealth
Texas
$10K – – –
AA
134
Ancora Advisors
Ohio
$9K – – –
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PP
136
PrairieView Partners
Minnesota
$2K – – –
SFS
137
Sowell Financial Services
Arkansas
– -$1.65M -24,841 Closed
GM
138
GeoWealth Management
Illinois
– -$1.43M -21,583 Closed
NFG
139
Nations Financial Group
Iowa
– -$272K -4,100 Closed
PWM
140
Perigon Wealth Management
California
– -$210K -3,163 Closed
PCMC
141
Private Capital Management (Colorado)
Colorado
– -$208K -3,137 Closed
KA
142
Kovack Advisors
Florida
– -$207K -3,124 Closed
CAM
143
Cubic Asset Management
Massachusetts
– -$207K -3,120 Closed
TC
144
TAP Consulting
Missouri
– -$200K -3,015 Closed
EWM
145
Elmwood Wealth Management
California
– -$129K -1,936 Closed
MFT
146
Moisand Fitzgerald Tamayo
Florida
– -$13K -200 Closed
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