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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
40
Reduced
56
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.15M
3
MCC
Money Concepts Capital
Florida
+$953K
4
UBS Group
UBS Group
Switzerland
+$747K
5
BA
Brightwater Advisory
Florida
+$564K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
JWM
Jackson Wealth Management
Florida
-$9.95M
3
AssetMark Inc
AssetMark Inc
California
-$3.33M
4
EH
Equitable Holdings
New York
-$3.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PSI Advisors
Florida
$64.9K +$145 +2 +0.2%
RIA
127
Realta Investment Advisors
Delaware
$64.6K +$64.6K +892 New
SL
128
Salomon & Ludwin
Virginia
$63.5K – – –
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.5K – – –
FCA
130
FinTrust Capital Advisors
South Carolina
$50.7K – – –
T
131
Tidemark
California
$44.1K – – –
CMP
132
Coston McIsaac & Partners
Maine
$43K +$142 +2 +0.3%
VL
133
Vima LLC
Michigan
$41.1K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$37.7K -$7.61K -105 -17%
CAL
135
Capital Analysts LLC
Pennsylvania
$35K – – –
US Bancorp
136
US Bancorp
Minnesota
$33.4K -$474K -6,539 -93%
CMA
137
Cedar Mountain Advisors
Oregon
$25.1K – – –
AIC
138
Archer Investment Corporation
Indiana
$22.9K – – –
MFC
139
Morris Financial Concepts
South Carolina
$21.7K – – –
FP
140
Financial Perspectives
Minnesota
$19.5K – – –
FFA
141
Farther Finance Advisors
California
$17.5K – – –
WIM
142
Westside Investment Management
California
$16.1K +$73 +1 +0.5%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$13K – – –
AW
144
Avion Wealth
Texas
$12K – – –
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$11.3K +$11.3K +156 New
TRCT
146
Tower Research Capital (TRC)
New York
$10.2K -$103K -1,422 -91%
AA
147
Ancora Advisors
Ohio
$9.86K – – –
PS
148
Principal Securities
Iowa
$8.99K – – –
Russell Investments Group
149
Russell Investments Group
United Kingdom
$7.33K -$12.3K -170 -63%
CFD
150
Creative Financial Designs
Indiana
$6.67K -$17.2K -238 -72%
3 4 5
6
7