iShares Morningstar US Equity ETF
ILCB
68 hedge funds and large institutions have $202M invested in iShares Morningstar US Equity ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
16% more capital invested
Capital invested by funds: $173M → $202M (+$28.3M)
1% more funds holding
Funds holding: 67 → 68 (+1)
0.5% more ownership
Funds ownership: 25.33% → 25.83% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.3M |
| 2 |
Jane Street
New York
|
+$5.99M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$4.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.57M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$9.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.18M |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$1.32M |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$1.29M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$1.1M |
ILCB Hedge Fund Activity: Q1 2017 in Review
68 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2017, worth a combined $202M — up 16% from $173M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ILCB positions and 6 closed out — a net gain of 2 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.3M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $9.38M sold.
- 68 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2017, up from 67 in Q4 2016.
- Funds reported $202M of iShares Morningstar US Equity ETF stock for Q1 2017, up 16% quarter-over-quarter.
- 8 funds opened new iShares Morningstar US Equity ETF positions in Q1 2017 and 6 closed out, a net change of +2 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2017 was Ameriprise, an estimated $11.3M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2017 was Greenwich Wealth Management, an estimated $9.38M sold.
Based on aggregated 13F filings for Q1 2017.