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iShares Morningstar US Equity ETF
ILCB

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.

New
Increased
Maintained
Reduced
Closed

87.94% more ownership

Funds ownership: 0% → 87.94% (+88%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$15.2M +$15.1M +629,148 New
Axa
2
Axa
France
$9.23M +$9.18M +383,080 New
BCI
3
Brinker Capital Investments
Pennsylvania
$7.03M +$7M +292,000 New
MWM
4
Merriman Wealth Management
Washington
$6.95M +$6.92M +288,596 New
JP Morgan Chase
5
JP Morgan Chase
New York
$6.54M +$6.51M +271,492 New
U
6
UBS
Switzerland
$5.38M +$5.35M +223,152 New
Bank of America
7
Bank of America
North Carolina
$4.89M +$4.86M +202,872 New
LPL Financial
8
LPL Financial
California
$3.38M +$3.36M +140,112 New
PFG
9
Pacific Financial Group
Washington
$2.88M +$2.87M +119,744 New
ECM
10
Exchange Capital Management
Michigan
$2.63M +$2.61M +109,080 New
Morgan Stanley
11
Morgan Stanley
New York
$1.87M +$1.86M +77,488 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.7M +$1.69M +70,476 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.56M +$1.55M +64,720 New
RJA
14
Raymond James & Associates
Florida
$1.29M +$1.29M +53,732 New
KCG
15
Knight Capital Group
$1.22M +$1.21M +50,568 New
Ameriprise
16
Ameriprise
Minnesota
$1.17M +$1.16M +48,576 New
ICAS
17
Investors Capital Advisory Services
Massachusetts
$1.04M +$1.03M +43,168 New
OCG
18
Opus Capital Group
Ohio
$833K +$828K +34,560 New
AIG
19
American International Group
New York
$809K +$804K +33,564 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$784K +$780K +32,564 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$669K +$666K +27,784 New
Wells Fargo
22
Wells Fargo
California
$666K +$663K +27,644 New
WG
23
Winchester Group
New York
$459K +$457K +19,080 New
CCM
24
Cazenove Capital Management
United Kingdom
$415K +$412K +17,212 New
CAN
25
Cetera Advisor Networks
California
$387K +$385K +16,064 New
1
2

ILCB Hedge Fund Activity: Q2 2013 in Review

37 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2013, worth a combined $80.5M.

Buyers outnumbered sellers: 37 funds opened new ILCB positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.

  • 37 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $80.5M of iShares Morningstar US Equity ETF stock for Q2 2013.
  • 37 funds opened new iShares Morningstar US Equity ETF positions in Q2 2013 and 0 closed out, a net change of +37 holders.

Based on aggregated 13F filings for Q2 2013.