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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

66 hedge funds and large institutions have $173M invested in iShares Morningstar US Equity ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.87M
2
Ameriprise
Ameriprise
Minnesota
+$5.84M
3
Wells Fargo
Wells Fargo
California
+$3.76M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
Bank of America
Bank of America
North Carolina
+$1.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.91M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.37M
4
TH
Timber Hill
Connecticut
-$1.01M
5
CAG
Crestwood Advisors Group
Massachusetts
-$945K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$32.3M +$279K +8,400 +0.9%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.5M +$6.87M +207,144 +121%
Bank of America
3
Bank of America
North Carolina
$12M +$1.3M +39,196 +12%
Ameriprise
4
Ameriprise
Minnesota
$11.6M +$5.84M +176,208 +102%
GWM
5
Greenwich Wealth Management
Connecticut
$9.38M +$15.9K +480 +0.2%
Wells Fargo
6
Wells Fargo
California
$9.21M +$3.76M +113,304 +69%
GLA
7
Good Life Advisors
Pennsylvania
$9.18M +$9.18M +272,596 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.64M +$382K +11,508 +5%
Morgan Stanley
9
Morgan Stanley
New York
$7.33M +$1.6M +48,328 +28%
LPL Financial
10
LPL Financial
California
$7.24M -$545K -16,364 -7%
UBS Group
11
UBS Group
Switzerland
$6.26M +$174K +5,248 +3%
CWM
12
Cornerstone Wealth Management
Missouri
$5.79M +$551K +16,544 +11%
CAG
13
Crestwood Advisors Group
Massachusetts
$4.66M -$945K -28,500 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.71M -$1.37M -41,340 -27%
RJA
15
Raymond James & Associates
Florida
$3.48M +$78.7K +2,372 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.5M -$19.9K -600 -0.8%
SB
17
Suntrust Banks
Georgia
$2.22M +$185K +5,584 +9%
MFS
18
MSI Financial Services
Massachusetts
$2.16M -$121K -3,660 -5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.13M -$413K -12,468 -16%
WCF
20
West Coast Financial
California
$2.05M +$682K +20,548 +50%
CA
21
Cetera Advisors
Colorado
$1.69M -$9.35K -280 -0.5%
PAG
22
Private Advisor Group
New Jersey
$1.51M +$130K +3,848 +9%
MC
23
Mathes Company
New York
$1.51M +$584K +17,600 +63%
SWPG
24
Strategic Wealth Partners Group
Illinois
$1.3M +$1.3M +39,036 New
TH
25
Timber Hill
Connecticut
$1.28M -$1.01M -30,344 -44%
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