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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 %
SL
151
Salomon & Ludwin
Virginia
$64.3K -$2.03K -25 -3%
T
152
Tidemark
California
$49.3K – – –
CMP
153
Coston McIsaac & Partners
Maine
$49K +$161 +2 +0.3%
AWM
154
AE Wealth Management
Kansas
$43.2K +$43.2K +533 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$42.2K – – –
OW
156
Olistico Wealth
Oklahoma
$41.9K – – –
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.2K -$2.76K -34 -6%
CAL
158
Capital Analysts LLC
Pennsylvania
$39K – – –
US Bancorp
159
US Bancorp
Minnesota
$37.4K – – –
AT
160
Avalon Trust
New Mexico
$32.5K -$105K -1,294 -76%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$32K +$23.7K +292 +286%
PS
162
Principal Securities
Iowa
$31.8K -$243 -3 -0.8%
ACA
163
Aptus Capital Advisors
Alabama
$30K +$30K +370 New
AIC
164
Archer Investment Corporation
Indiana
$25.6K – – –
CMA
165
Cedar Mountain Advisors
Oregon
$25.4K – – –
MFC
166
Morris Financial Concepts
South Carolina
$24.3K – – –
Jones Financial Companies
167
Jones Financial Companies
Missouri
$22.1K +$22.1K +272 New
FP
168
Financial Perspectives
Minnesota
$22K +$81 +1 +0.4%
FFA
169
Farther Finance Advisors
California
$19.6K – – –
WIM
170
Westside Investment Management
California
$18.2K – – –
BCWM
171
Bartlett & Co Wealth Management
Ohio
$14.6K – – –
AA
172
Ancora Advisors
Ohio
$11K – – –
PPA
173
Painted Porch Advisors
California
$9.9K – – –
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$7.39K – – –
CFD
175
Creative Financial Designs
Indiana
$6.66K – – –
4 5 6
7
8