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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

170 hedge funds and large institutions have $432M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
48
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$29.5M
2
Wells Fargo
Wells Fargo
California
+$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$10.3M
4
PAG
Private Advisor Group
New Jersey
+$9.22M
5
LPL Financial
LPL Financial
California
+$7.67M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.59M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
EH
Equitable Holdings
New York
-$1.04M
5
Ameriprise
Ameriprise
Minnesota
-$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
126
Farmers & Merchants Investments Inc
Nebraska
$165K – – –
HIA
127
Harbor Investment Advisory
Maryland
$164K – – –
HWA
128
HHM Wealth Advisors
Tennessee
$158K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$154K -$31.9K -402 -17%
AT
130
Avalon Trust
New Mexico
$134K – – –
AWM
131
Avior Wealth Management
Nebraska
$123K – – –
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$117K – – –
TIM
133
Tortoise Investment Management
New York
$106K – – –
SNB
134
Security National Bank
Nebraska
$103K – – –
CSB
135
City State Bank
Iowa
$100K – – –
TFGT
136
TS Financial Group (TSFG)
Illinois
$88K – – –
TSMHT
137
Thurston Springer Miller Herd & Titak
Indiana
$83K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$79.7K -$5.07K -64 -6%
MG
139
Mather Group
Illinois
$78.7K -$13.4K -169 -15%
RIA
140
Realta Investment Advisors
Delaware
$72.1K – – –
PA
141
PSI Advisors
Florida
$71.4K +$238 +3 +0.3%
SL
142
Salomon & Ludwin
Virginia
$64.7K – – –
FCA
143
FinTrust Capital Advisors
South Carolina
$55.5K – – –
T
144
Tidemark
California
$48.2K – – –
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.9K -$8.08K -102 -16%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$41.2K – – –
OW
147
Olistico Wealth
Oklahoma
$40.9K – – –
CAL
148
Capital Analysts LLC
Pennsylvania
$38K – – –
US Bancorp
149
US Bancorp
Minnesota
$36.5K – – –
JIP
150
Jaffetilchin Investment Partners
Florida
$31.7K +$31.7K +400 New
4 5
6
7 8