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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

41 hedge funds and large institutions have $97.9M invested in iShares Morningstar US Equity ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
20
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$14.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$19.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$579K
2
ECM
2
Exchange Capital Management
Michigan
$631K
3
TH
3
Timber Hill
Connecticut
$0
4
RJA
4
Raymond James & Associates
Florida
$2.79M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$19.1M 176,788 +6,205 +4%
Axa
2
Axa
France
$14.8M 137,324 +37,400 +37%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.2M 103,616 +5,121 +5%
MWM
4
Merriman Wealth Management
Washington
$7.26M 67,282 -3,375 -5%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.01M 65,000 -10,000 -13%
U
6
UBS
Switzerland
$5.96M 55,224 -3,612 -6%
Morgan Stanley
7
Morgan Stanley
New York
$5.23M 48,534 +12,868 +36%
Bank of America
8
Bank of America
North Carolina
$4.05M 37,555 -2,756 -7%
LPL Financial
9
LPL Financial
California
$3.69M 34,240 +1,946 +6%
RJA
10
Raymond James & Associates
Florida
$2.79M 25,832 -13,577 -34%
AIG
11
American International Group
New York
$2.17M 20,149 +5,030 +33%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.84M 17,089 +14,545 +572%
Wells Fargo
13
Wells Fargo
California
$1.39M 12,845 +1,481 +13%
Ameriprise
14
Ameriprise
Minnesota
$1.35M 12,557 +311 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.25M 11,618 -156 -1%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$1.17M 10,812 +10 +0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.09M 10,125 +1,301 +15%
OCG
18
Opus Capital Group
Ohio
$932K 8,640 – –
ECM
19
Exchange Capital Management
Michigan
$631K 5,852 -21,095 -78%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$579K 5,368 -36,041 -87%
NPC
21
National Planning Corporation
California
$551K 5,111 -119 -2%
MC
22
Mathes Company
New York
$547K 5,070 +5,070 New
CAN
23
Cetera Advisor Networks
California
$536K 4,971 +266 +6%
Goldman Sachs
24
Goldman Sachs
New York
$443K 4,109 +1,241 +43%
CA
25
Cetera Advisors
Colorado
$438K 4,036 +23 +0.6%
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