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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 %
GM
151
GeoWealth Management
Illinois
– -$214K -3,640 Closed
WT
152
Whittier Trust
California
– -$122K -2,080 Closed
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
– -$89.3K -1,614 Closed
RIA
154
Realta Investment Advisors
Delaware
– -$72.6K -1,189 Closed
ADL
155
Asset Dedication LLC
California
– -$49K -840 Closed
IA
156
IFP Advisors
Florida
– -$44.8K -761 Closed
FIA
157
FNY Investment Advisers
New York
– -$2K -50 Closed
3 4 5 6
7