iShares Morningstar US Equity ETF
ILCB
67 hedge funds and large institutions have $173M invested in iShares Morningstar US Equity ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
25.33% more ownership
Funds ownership: 0% → 25.33% (+25%)
21% more capital invested
Capital invested by funds: $143M → $173M (+$30.5M)
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
6% more funds holding
Funds holding: 63 → 67 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.72M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.68M |
| 4 |
Morgan Stanley
New York
|
+$1.57M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.34M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$985K |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$925K |
ILCB Hedge Fund Activity: Q4 2016 in Review
67 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2016, worth a combined $173M — up 21% from $143M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ILCB positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.72M. The largest seller was Jane Street, exiting entirely with an estimated $1.91M sold.
- 67 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2016, up from 63 in Q3 2016.
- Funds reported $173M of iShares Morningstar US Equity ETF stock for Q4 2016, up 21% quarter-over-quarter.
- 9 funds opened new iShares Morningstar US Equity ETF positions in Q4 2016 and 5 closed out, a net change of +4 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $6.72M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2016 was Jane Street, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2016.