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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

56 hedge funds and large institutions have $130M invested in iShares Morningstar US Equity ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Greenwich Wealth Management
Connecticut
+$7.15M
2
SG Americas Securities
SG Americas Securities
New York
+$5.78M
3
Axa
Axa
France
+$4.07M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.2M
5
CA
Cetera Advisors
Colorado
+$1.12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.55M
2
LPL Financial
LPL Financial
California
-$5.11M
3
CAG
Crestwood Advisors Group
Massachusetts
-$3.98M
4
Ameriprise
Ameriprise
Minnesota
-$3.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$27.2M +$4.07M +136,800 +18%
LPL Financial
2
LPL Financial
California
$12.3M -$5.11M -172,180 -29%
Bank of America
3
Bank of America
North Carolina
$10.9M +$221K +7,432 +2%
GWM
4
Greenwich Wealth Management
Connecticut
$7.15M +$7.15M +240,152 New
Morgan Stanley
5
Morgan Stanley
New York
$6.97M +$1M +33,748 +17%
CAG
6
Crestwood Advisors Group
Massachusetts
$6.66M -$3.98M -133,852 -37%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.03M +$1.2M +40,268 +25%
UBS Group
8
UBS Group
Switzerland
$5.95M -$1.88M -63,016 -24%
SG Americas Securities
9
SG Americas Securities
New York
$5.78M +$5.78M +194,272 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$4.96M +$250K +8,408 +5%
Wells Fargo
11
Wells Fargo
California
$4.47M -$5.55M -186,296 -55%
Ameriprise
12
Ameriprise
Minnesota
$4M -$3.6M -121,448 -47%
RJA
13
Raymond James & Associates
Florida
$3.23M -$2.14K -72 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.05M +$409K +13,732 +16%
CA
15
Cetera Advisors
Colorado
$2.8M +$1.12M +37,420 +67%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.32M -$2.42M -81,328 -51%
MFS
17
MSI Financial Services
Massachusetts
$2.12M -$238K -7,992 -10%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$1.96M +$363K +12,180 +23%
PAG
19
Private Advisor Group
New Jersey
$1.16M +$279K +9,368 +32%
VFA
20
Voya Financial Advisors
Connecticut
$980K -$21.6K -724 -2%
OCG
21
Opus Capital Group
Ohio
$905K +$477 +16 +0.1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$894K -$120K -4,020 -12%
MC
23
Mathes Company
New York
$875K -$7.14K -240 -0.8%
WCF
24
West Coast Financial
California
$859K +$164K +5,512 +24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$621K -$8.93K -300 -1%
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