iShares Morningstar US Equity ETF
ILCB
43 hedge funds and large institutions have $95.8M invested in iShares Morningstar US Equity ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
5% more funds holding
Funds holding: 41 → 43 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $97.9M → $95.8M (-$2.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$2.19M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$1.91M |
| 3 |
Morgan Stanley
New York
|
+$871K |
| 4 |
JP Morgan Chase
New York
|
+$404K |
| 5 |
MC
Mathes Company
New York
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 3 |
AIG
American International Group
New York
|
-$1.22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 5 |
Goldman Sachs
New York
|
-$181K |
ILCB Hedge Fund Activity: Q1 2014 in Review
43 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2014, worth a combined $95.8M — down 2.2% from $97.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ILCB positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Crestwood Advisors Group, adding an estimated $2.19M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $7.26M sold.
- 43 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2014, up from 41 in Q4 2013.
- Funds reported $95.8M of iShares Morningstar US Equity ETF stock for Q1 2014, down 2.2% quarter-over-quarter.
- 5 funds opened new iShares Morningstar US Equity ETF positions in Q1 2014 and 3 closed out, a net change of +2 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2014 was Crestwood Advisors Group, an estimated $2.19M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2014 was Merriman Wealth Management, an estimated $7.26M sold.
Based on aggregated 13F filings for Q1 2014.