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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 %
MCM
176
MAI Capital Management
Ohio
$6.49K +$6.49K +80 New
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9K – – –
TCM
178
TD Capital Management
Tennessee
$2.04K – – –
PP
179
PrairieView Partners
Minnesota
$2K – – –
BA
180
Brightwater Advisory
Florida
– -$584K -7,371 Closed
Northern Trust
181
Northern Trust
Illinois
– -$302K -3,817 Closed
JIP
182
Jaffetilchin Investment Partners
Florida
– -$31.7K -400 Closed
AW
183
Avion Wealth
Texas
– -$12K -160 Closed
4 5 6 7
8