ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

58 hedge funds and large institutions have $134M invested in iShares Morningstar US Equity ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
25
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.3M
2
Wells Fargo
Wells Fargo
California
+$7.8M
3
Bank of America
Bank of America
North Carolina
+$5.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.84M
5
Axa
Axa
France
+$2.21M

Top Sellers

1
CAG
Crestwood Advisors Group
Massachusetts
-$12.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.17M
5
ICOA
Investment Centers of America
North Dakota
-$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$23.1M +$2.21M +74,400 +11%
LPL Financial
2
LPL Financial
California
$17.3M +$8.3M +281,856 +92%
Bank of America
3
Bank of America
North Carolina
$10.7M +$5.14M +172,588 +93%
CAG
4
Crestwood Advisors Group
Massachusetts
$10.6M -$12.7M -426,944 -54%
Wells Fargo
5
Wells Fargo
California
$10M +$7.8M +262,088 +352%
UBS Group
6
UBS Group
Switzerland
$7.83M +$484K +16,268 +7%
Ameriprise
7
Ameriprise
Minnesota
$7.63M +$135K +4,548 +2%
Morgan Stanley
8
Morgan Stanley
New York
$5.97M -$1.75M -58,764 -23%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.83M +$2.84M +95,312 +142%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.74M +$2.02M +67,996 +74%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.71M -$6.24M -209,708 -57%
RJA
12
Raymond James & Associates
Florida
$3.23M +$3.45K +116 +0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.64M +$803K +26,968 +44%
MFS
14
MSI Financial Services
Massachusetts
$2.36M +$1.43M +48,176 +155%
CA
15
Cetera Advisors
Colorado
$1.68M +$1.45M +48,276 +615%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$1.59M +$833 +28 +0.1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.37M -$3.2M -107,452 -70%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.01M +$103K +3,472 +11%
VFA
19
Voya Financial Advisors
Connecticut
$1.01M -$421K -13,984 -29%
IA
20
IFP Advisors
Florida
$949K +$949K +31,880 New
OCG
21
Opus Capital Group
Ohio
$904K +$9.88K +332 +1%
MC
22
Mathes Company
New York
$882K – – –
PAG
23
Private Advisor Group
New Jersey
$876K +$587K +19,728 +204%
NPC
24
National Planning Corporation
California
$797K +$797K +29,140 New
AIG
25
American International Group
New York
$709K -$170K -5,716 -19%
1
2 3