iShares Morningstar US Equity ETF
ILCB
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
5% more capital invested
Capital invested by funds: $92.9M → $97.9M (+$5M)
0% more funds holding
Funds holding: 41 → 41 (0)
3.85% less ownership
Funds ownership: 93.54% → 89.69% (-3.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
+$3.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.52M |
| 3 |
Morgan Stanley
New York
|
+$1.34M |
| 4 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$648K |
| 5 |
JP Morgan Chase
New York
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.76M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.27M |
| 3 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
-$2.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.42M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.04M |
ILCB Hedge Fund Activity: Q4 2013 in Review
41 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2013, worth a combined $97.9M — up 5.4% from $92.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ILCB positions and 2 closed out — a net gain of 1 holder — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Axa, adding an estimated $3.91M. The largest seller was Royal Bank of Canada, cutting an estimated $3.76M.
- 41 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $97.9M of iShares Morningstar US Equity ETF stock for Q4 2013, up 5.4% quarter-over-quarter.
- 3 funds opened new iShares Morningstar US Equity ETF positions in Q4 2013 and 2 closed out, a net change of +1 holder.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2013 was Axa, an estimated $3.91M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $3.76M sold.
Based on aggregated 13F filings for Q4 2013.