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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

179 hedge funds and large institutions have $557M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
54
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.06M

Top Sellers

1
EH
Equitable Holdings
New York
-$3.51M
2
PAG
Private Advisor Group
New Jersey
-$1.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
126
Synergy Investment Management
Florida
$231K +$231K +2,846 New
IFA
127
Index Fund Advisors
California
$227K – – –
BSCCG
128
Blue Sky Capital Consultants Group
California
$222K +$222K +2,734 New
NCFG
129
New Century Financial Group
New Jersey
$221K +$82 +1 +0%
W
130
Wealthquest
Ohio
$213K -$6.9K -85 -3%
SI
131
Seeds Investor
New York
$209K – – –
HWA
132
HCR Wealth Advisors
California
$206K – – –
EAM
133
Evanson Asset Management
California
$203K +$203K +2,500 New
HIS
134
Harvest Investment Services
Illinois
$201K +$201K +2,471 New
HI
135
Harbour Investments
Wisconsin
$195K +$81 +1 +0%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$169K – – –
HIA
137
Harbor Investment Advisory
Maryland
$168K – – –
HWA
138
HHM Wealth Advisors
Tennessee
$162K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$138K -$19.6K -241 -12%
AWM
140
Avior Wealth Management
Nebraska
$126K – – –
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$121K – – –
TIM
142
Tortoise Investment Management
New York
$109K – – –
SNB
143
Security National Bank
Nebraska
$106K – – –
CSB
144
City State Bank
Iowa
$103K – – –
TFGT
145
TS Financial Group (TSFG)
Illinois
$90K – – –
TSMHT
146
Thurston Springer Miller Herd & Titak
Indiana
$85.1K – – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$81.7K – – –
MG
148
Mather Group
Illinois
$80.6K – – –
PA
149
PSI Advisors
Florida
$73.4K +$243 +3 +0.3%
RIA
150
Realta Investment Advisors
Delaware
$73.2K – – –
4 5
6
7 8