iShares Morningstar US Equity ETF
ILCB
41 hedge funds and large institutions have $92.9M invested in iShares Morningstar US Equity ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
15% more capital invested
Capital invested by funds: $80.5M → $92.9M (+$12.4M)
11% more funds holding
Funds holding: 37 → 41 (+4)
5.6% more ownership
Funds ownership: 87.94% → 93.54% (+5.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.05M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.37M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$2.27M |
| 5 |
Morgan Stanley
New York
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$2.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.04M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$439K |
| 4 |
LPL Financial
San Diego,
California
|
-$272K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$149K |
ILCB Hedge Fund Activity: Q3 2013 in Review
41 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2013, worth a combined $92.9M — up 15% from $80.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ILCB positions and 1 closed out — a net gain of 6 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.05M. The largest seller was Pacific Financial Group, cutting an estimated $2.97M.
- 41 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2013, up from 37 in Q2 2013.
- Funds reported $92.9M of iShares Morningstar US Equity ETF stock for Q3 2013, up 15% quarter-over-quarter.
- 7 funds opened new iShares Morningstar US Equity ETF positions in Q3 2013 and 1 closed out, a net change of +6 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q3 2013 was JP Morgan Chase, an estimated $3.05M added.
- The largest iShares Morningstar US Equity ETF seller in Q3 2013 was Pacific Financial Group, an estimated $2.97M sold.
Based on aggregated 13F filings for Q3 2013.