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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 %
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.48K – – –
PP
152
PrairieView Partners
Minnesota
$3K – – –
JWM
153
Jackson Wealth Management
Florida
– -$9.95M -151,288 Closed
WCM
154
Windham Capital Management
Massachusetts
– -$377K -5,739 Closed
SIA
155
Strategic Investment Advisors
Michigan
– -$237K -3,598 Closed
SWA
156
SOA Wealth Advisors
New York
– -$80.8K -1,228 Closed
ASN
157
Advisory Services Network
Georgia
– -$77.6K -1,180 Closed
CFB
158
Cullen/Frost Bankers
Texas
– -$12.9K -196 Closed
3 4 5 6
7