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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
18
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Crestwood Advisors Group
Massachusetts
+$2.26M
2
AL
Aspiriant LLC
California
+$1.97M
3
Morgan Stanley
Morgan Stanley
New York
+$899K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$416K
5
MC
Mathes Company
New York
+$344K

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$7.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.47M
3
AIG
American International Group
New York
-$1.26M
4
Bank of America
Bank of America
North Carolina
-$1.09M
5
Goldman Sachs
Goldman Sachs
New York
-$187K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$21.8M +$2.26M +81,564 +12%
Axa
2
Axa
France
$15.2M – – –
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.9M +$416K +15,056 +4%
BCI
4
Brinker Capital Investments
Pennsylvania
$7.19M – – –
Morgan Stanley
5
Morgan Stanley
New York
$6.27M +$899K +32,500 +17%
U
6
UBS
Switzerland
$5.95M -$161K -5,812 -3%
LPL Financial
7
LPL Financial
California
$3.78M -$6.08K -220 -0.2%
Bank of America
8
Bank of America
North Carolina
$3.06M -$1.09M -39,592 -26%
RJA
9
Raymond James & Associates
Florida
$3.01M +$151K +5,472 +5%
AL
10
Aspiriant LLC
California
$1.97M +$1.97M +71,324 New
Wells Fargo
11
Wells Fargo
California
$1.55M +$125K +4,516 +9%
Ameriprise
12
Ameriprise
Minnesota
$1.45M +$61K +2,204 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.28M -$5.09K -184 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.27M +$149K +5,392 +13%
ICAS
15
Investors Capital Advisory Services
Massachusetts
$1.2M – – –
AIG
16
American International Group
New York
$966K -$1.26M -45,652 -57%
OCG
17
Opus Capital Group
Ohio
$941K -$14.9K -540 -2%
MC
18
Mathes Company
New York
$905K +$344K +12,440 +61%
CAN
19
Cetera Advisor Networks
California
$678K +$127K +4,600 +23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$604K +$10.3K +372 +2%
NPC
21
National Planning Corporation
California
$573K +$3.45K +124 +0.6%
ECM
22
Exchange Capital Management
Michigan
$539K -$108K -3,920 -17%
CA
23
Cetera Advisors
Colorado
$454K +$6.54K +236 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$417K -$1.47M -53,276 -78%
PAG
25
Private Advisor Group
New Jersey
$364K +$14.7K +532 +4%
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