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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

61 hedge funds and large institutions have $142M invested in iShares Morningstar US Equity ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
21
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
Timber Hill
Connecticut
+$2.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M
3
Jane Street
Jane Street
New York
+$1.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.08M
5
LPL Financial
LPL Financial
California
+$1.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.39M
2
CAG
Crestwood Advisors Group
Massachusetts
-$730K
3
CA
Cetera Advisors
Colorado
-$636K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$550K
5
Bank of America
Bank of America
North Carolina
-$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$31M +$141K +4,400 +0.5%
Bank of America
2
Bank of America
North Carolina
$10.3M -$410K -12,800 -4%
GWM
3
Greenwich Wealth Management
Connecticut
$9.05M +$633K +19,732 +8%
LPL Financial
4
LPL Financial
California
$7.45M +$1.01M +31,688 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.02M +$123K +3,840 +2%
UBS Group
6
UBS Group
Switzerland
$5.88M -$32.6K -1,016 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$5.54M +$59.6K +1,860 +1%
Ameriprise
8
Ameriprise
Minnesota
$5.52M +$767K +23,960 +16%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$5.47M -$110K -3,440 -2%
CAG
10
Crestwood Advisors Group
Massachusetts
$5.41M -$730K -22,760 -12%
Wells Fargo
11
Wells Fargo
California
$5.27M -$1.39M -43,376 -21%
CWM
12
Cornerstone Wealth Management
Missouri
$5.01M +$5.01M +157,252 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.91M +$1.68M +52,452 +52%
RJA
14
Raymond James & Associates
Florida
$3.29M -$25.8K -804 -0.8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.46M -$550K -17,152 -18%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.43M +$65.5K +2,044 +3%
TH
17
Timber Hill
Connecticut
$2.21M +$2.21M +69,044 New
MFS
18
MSI Financial Services
Massachusetts
$2.21M -$73.2K -2,284 -3%
SB
19
Suntrust Banks
Georgia
$1.97M +$764K +23,828 +63%
Jane Street
20
Jane Street
New York
$1.91M +$1.34M +41,912 +238%
CA
21
Cetera Advisors
Colorado
$1.64M -$636K -19,812 -28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.45M +$1.08M +33,708 +292%
WCF
23
West Coast Financial
California
$1.33M +$372K +11,596 +39%
PAG
24
Private Advisor Group
New Jersey
$1.31M +$62.3K +1,956 +5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.1M +$75.2K +2,344 +7%
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