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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

161 hedge funds and large institutions have $308M invested in iShares Morningstar US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
48
Reduced
43
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$5.98M
3
Citadel Advisors
Citadel Advisors
Florida
$2.46M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.02M
5
HSG
Helen Stephens Group
Texas
$852K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$637K
4
Bank of America
Bank of America
North Carolina
$9.46M
5
Wells Fargo
Wells Fargo
California
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
126
Security National Bank
Nebraska
$97.7K – – –
CSB
127
City State Bank
Iowa
$95.3K – – –
MG
128
Mather Group
Illinois
$84.2K – – –
TFGT
129
TS Financial Group (TSFG)
Illinois
$83K – – –
WOSD
130
WFA of San Diego
California
$81.2K +$81.2K +1,080 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$80.4K +$75 +1 +0.1%
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$78.8K +$78.8K +1,048 New
PA
133
PSI Advisors
Florida
$67.5K +$225 +3 +0.3%
RIA
134
Realta Investment Advisors
Delaware
$67.1K – – –
SL
135
Salomon & Ludwin
Virginia
$61.4K -$4.44K -59 -7%
FCA
136
FinTrust Capital Advisors
South Carolina
$52.6K – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.4K -$5.04K -67 -9%
T
138
Tidemark
California
$45.7K – – –
CMP
139
Coston McIsaac & Partners
Maine
$45K +$149 +2 +0.3%
AssetMark Inc
140
AssetMark Inc
California
$40.1K -$36.2K -481 -47%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$39.1K – – –
OW
142
Olistico Wealth
Oklahoma
$38.8K +$38.8K +516 New
CAL
143
Capital Analysts LLC
Pennsylvania
$36K – – –
US Bancorp
144
US Bancorp
Minnesota
$34.7K – – –
CMA
145
Cedar Mountain Advisors
Oregon
$26K – – –
AIC
146
Archer Investment Corporation
Indiana
$23.8K – – –
MFC
147
Morris Financial Concepts
South Carolina
$22.6K – – –
FP
148
Financial Perspectives
Minnesota
$20.2K +$75 +1 +0.4%
FFA
149
Farther Finance Advisors
California
$18.2K – – –
WIM
150
Westside Investment Management
California
$16.8K +$75 +1 +0.5%
3 4 5
6
7