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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

60 hedge funds and large institutions have $128M invested in iShares Morningstar US Equity ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
18
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.6M
2
Wells Fargo
Wells Fargo
California
+$1.77M
3
Axa
Axa
France
+$1.51M
4
SB
Suntrust Banks
Georgia
+$1.15M
5
IA
IFP Advisors
Florida
+$979K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.55M
2
SG Americas Securities
SG Americas Securities
New York
-$5.78M
3
Morgan Stanley
Morgan Stanley
New York
-$1.95M
4
CAG
Crestwood Advisors Group
Massachusetts
-$988K
5
Bank of America
Bank of America
North Carolina
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$29.5M +$1.51M +49,200 +5%
Bank of America
2
Bank of America
North Carolina
$10.3M -$935K -30,456 -8%
GWM
3
Greenwich Wealth Management
Connecticut
$8.06M +$689K +22,464 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.6M +$386K +12,592 +6%
Wells Fargo
5
Wells Fargo
California
$6.38M +$1.77M +57,532 +38%
LPL Financial
6
LPL Financial
California
$6.2M -$6.55M -213,548 -51%
CAG
7
Crestwood Advisors Group
Massachusetts
$5.88M -$988K -32,184 -14%
UBS Group
8
UBS Group
Switzerland
$5.66M -$475K -15,484 -8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$5.34M +$230K +7,492 +5%
Morgan Stanley
10
Morgan Stanley
New York
$5.24M -$1.95M -63,396 -27%
Ameriprise
11
Ameriprise
Minnesota
$4.57M +$425K +13,820 +10%
RJA
12
Raymond James & Associates
Florida
$3.18M -$150K -4,880 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.09M -$48.5K -1,580 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.88M +$2.6M +84,588 +919%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.27M -$129K -4,200 -5%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$2.22M +$206K +6,708 +10%
MFS
17
MSI Financial Services
Massachusetts
$2.18M -$1.47K -48 -0.1%
CA
18
Cetera Advisors
Colorado
$2.18M -$703K -22,804 -24%
PAG
19
Private Advisor Group
New Jersey
$1.2M +$7.36K +240 +0.6%
SB
20
Suntrust Banks
Georgia
$1.15M +$1.15M +37,576 New
VFA
21
Voya Financial Advisors
Connecticut
$996K +$4.11K +136 +0.4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$981K +$58.9K +1,920 +6%
IA
23
IFP Advisors
Florida
$979K +$979K +31,892 New
OCG
24
Opus Capital Group
Ohio
$927K -$5.77K -188 -0.6%
WCF
25
West Coast Financial
California
$913K +$27.8K +904 +3%
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