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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54M
2
JWM
Jackson Wealth Management
Florida
$9.95M
3
Wells Fargo
Wells Fargo
California
$7.38M
4
AssetMark Inc
AssetMark Inc
California
$3.09M
5
Ameriprise
Ameriprise
Minnesota
$30.8M

Top Sellers

1
EH
Equitable Holdings
New York
$33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.11M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.6M
4
Truist Financial
Truist Financial
North Carolina
$0
5
AWM
Apollon Wealth Management
South Carolina
$672K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
126
FinTrust Capital Advisors
South Carolina
$46K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$42.1K -$52.5K -798 -55%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$41.1K – – –
T
129
Tidemark
California
$40K +$40K +608 New
CMP
130
Coston McIsaac & Partners
Maine
$39K +$324 +5 +0.8%
CAL
131
Capital Analysts LLC
Pennsylvania
$32K – – –
CMA
132
Cedar Mountain Advisors
Oregon
$22.8K – – –
CFD
133
Creative Financial Designs
Indiana
$21.7K +$15.7K +238 +259%
AIC
134
Archer Investment Corporation
Indiana
$20.8K – – –
MFC
135
Morris Financial Concepts
South Carolina
$19.7K -$43.9K -668 -69%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$17.8K +$197 +3 +1%
FP
137
Financial Perspectives
Minnesota
$17.6K +$197 +3 +1%
FFA
138
Farther Finance Advisors
California
$15.9K +$15.9K +242 New
WIM
139
Westside Investment Management
California
$14.6K +$66 +1 +0.5%
CFB
140
Cullen/Frost Bankers
Texas
$12.9K – – –
SPIA
141
Steward Partners Investment Advisory
New York
$12.2K – – –
BC
142
Bartlett & Co
Ohio
$12K – – –
BCWM
143
Bartlett & Co Wealth Management
Ohio
$11.9K – – –
AW
144
Avion Wealth
Texas
$11K – – –
AA
145
Ancora Advisors
Ohio
$8.94K – – –
PS
146
Principal Securities
Iowa
$8.15K +$8.15K +124 New
LWANC
147
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.16K – – –
PP
148
PrairieView Partners
Minnesota
$2K – – –
Truist Financial
149
Truist Financial
North Carolina
– -$579K -9,839 Closed
FTUS
150
Flow Traders U.S.
New York
– -$221K -3,753 Closed
3 4 5
6
7