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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

37 hedge funds and large institutions have $80.5M invested in iShares Morningstar US Equity ETF in 2013 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
37
Holders Change
+37
Holders Change %
–
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
37
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Crestwood Advisors Group
Massachusetts
$15.2M
2
Axa
2
Axa
France
$9.23M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$7.03M
4
MWM
4
Merriman Wealth Management
Washington
$6.95M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.54M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$15.2M 157,287 +157,287 New
Axa
2
Axa
France
$9.23M 95,770 +95,770 New
BCI
3
Brinker Capital Investments
Pennsylvania
$7.03M 73,000 +73,000 New
MWM
4
Merriman Wealth Management
Washington
$6.95M 72,149 +72,149 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.54M 67,873 +67,873 New
U
6
UBS
Switzerland
$5.38M 55,788 +55,788 New
Bank of America
7
Bank of America
North Carolina
$4.89M 50,718 +50,718 New
LPL Financial
8
LPL Financial
California
$3.38M 35,028 +35,028 New
PFG
9
Pacific Financial Group
Washington
$2.88M 29,936 +29,936 New
ECM
10
Exchange Capital Management
Michigan
$2.63M 27,270 +27,270 New
Morgan Stanley
11
Morgan Stanley
New York
$1.87M 19,372 +19,372 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.7M 17,619 +17,619 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.56M 16,180 +16,180 New
RJA
14
Raymond James & Associates
Florida
$1.29M 13,433 +13,433 New
KCG
15
Knight Capital Group
$1.22M 12,642 +12,642 New
Ameriprise
16
Ameriprise
Minnesota
$1.17M 12,144 +12,144 New
ICAS
17
Investors Capital Advisory Services
Massachusetts
$1.04M 10,792 +10,792 New
OCG
18
Opus Capital Group
Ohio
$833K 8,640 +8,640 New
AIG
19
American International Group
New York
$809K 8,391 +8,391 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$784K 8,141 +8,141 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$669K 6,946 +6,946 New
Wells Fargo
22
Wells Fargo
California
$666K 6,911 +6,911 New
WG
23
Winchester Group
New York
$459K 4,770 +4,770 New
CCM
24
Cazenove Capital Management
United Kingdom
$415K 4,303 +4,303 New
CAN
25
Cetera Advisor Networks
California
$387K 4,016 +4,016 New
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