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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

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 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.6M
2
Jane Street
Jane Street
New York
+$6.12M
3
Bessemer Group
Bessemer Group
New Jersey
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.21M

Top Sellers

1
GWM
Greenwich Wealth Management
Connecticut
-$9.38M
2
Wells Fargo
Wells Fargo
California
-$4.27M
3
CAG
Crestwood Advisors Group
Massachusetts
-$1.36M
4
SWPG
Strategic Wealth Partners Group
Illinois
-$1.3M
5
GLA
Good Life Advisors
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$34M -$610K -17,200 -2%
Ameriprise
2
Ameriprise
Minnesota
$24M +$11.6M +326,868 +94%
Bank of America
3
Bank of America
North Carolina
$15.6M +$2.83M +79,836 +22%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.6M +$227K +6,392 +2%
GLA
5
Good Life Advisors
Pennsylvania
$8.54M -$1.12M -31,672 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.36M +$187K +5,260 +2%
LPL Financial
7
LPL Financial
California
$8.29M +$596K +16,824 +8%
Morgan Stanley
8
Morgan Stanley
New York
$7.89M +$51.1K +1,440 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.17M +$3.21M +90,456 +81%
UBS Group
10
UBS Group
Switzerland
$6.41M -$277K -7,820 -4%
CWM
11
Cornerstone Wealth Management
Missouri
$6.34M +$173K +4,880 +3%
Jane Street
12
Jane Street
New York
$6.12M +$6.12M +172,556 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.93M +$3.65M +102,916 +160%
Wells Fargo
14
Wells Fargo
California
$5.58M -$4.27M -120,320 -43%
Bessemer Group
15
Bessemer Group
New Jersey
$5.05M +$5.05M +142,340 New
PAG
16
Private Advisor Group
New Jersey
$4.31M +$2.72M +76,708 +171%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.67M -$1.36M -38,020 -27%
RJA
18
Raymond James & Associates
Florida
$3.42M -$306K -8,624 -8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.68M +$6.67K +188 +0.2%
WCF
20
West Coast Financial
California
$2.62M +$425K +11,972 +19%
SB
21
Suntrust Banks
Georgia
$2.49M +$117K +3,304 +5%
CA
22
Cetera Advisors
Colorado
$1.68M -$110K -3,120 -6%
MC
23
Mathes Company
New York
$1.66M +$42.6K +1,200 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$1.21M +$1.21M +34,228 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$582K +16,396 +95%
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