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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

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.

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
7
Increased
20
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.78M
2
RJA
2
Raymond James & Associates
Florida
$3.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11M
4
TH
4
Timber Hill
Connecticut
$2.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.54M

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$9K
2
Bank of America
2
Bank of America
North Carolina
$4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.17M
4
LPL Financial
4
LPL Financial
California
$3.27M
5
MWM
5
Merriman Wealth Management
Washington
$7.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$16.9M 170,583 +13,296 +8%
Axa
2
Axa
France
$9.92M 99,924 +4,154 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.78M 98,495 +30,622 +45%
BCI
4
Brinker Capital Investments
Pennsylvania
$7.45M 75,000 +2,000 +3%
MWM
5
Merriman Wealth Management
Washington
$7.02M 70,657 -1,492 -2%
U
6
UBS
Switzerland
$5.84M 58,836 +3,048 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.11M 41,409 +23,790 +135%
Bank of America
8
Bank of America
North Carolina
$4M 40,311 -10,407 -21%
RJA
9
Raymond James & Associates
Florida
$3.91M 39,409 +25,976 +193%
Morgan Stanley
10
Morgan Stanley
New York
$3.54M 35,666 +16,294 +84%
LPL Financial
11
LPL Financial
California
$3.27M 32,294 -2,734 -8%
ECM
12
Exchange Capital Management
Michigan
$2.68M 26,947 -323 -1%
TH
13
Timber Hill
Connecticut
$2.27M 22,817 +22,817 New
AIG
14
American International Group
New York
$1.5M 15,119 +6,728 +80%
Ameriprise
15
Ameriprise
Minnesota
$1.22M 12,246 +102 +0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.17M 11,774 -4,406 -27%
Wells Fargo
17
Wells Fargo
California
$1.13M 11,364 +4,453 +64%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$1.07M 10,802 +10 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$876K 8,824 +683 +8%
OCG
20
Opus Capital Group
Ohio
$858K 8,640 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$690K 6,948 +2 +0%
NPC
22
National Planning Corporation
California
$524K 5,230 +5,230 New
WG
23
Winchester Group
New York
$473K 4,770 – –
CAN
24
Cetera Advisor Networks
California
$466K 4,705 +689 +17%
CA
25
Cetera Advisors
Colorado
$393K 4,013 +288 +8%
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