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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

86 hedge funds and large institutions have $245M invested in iShares Morningstar US Equity ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.85M
2
Ameriprise
Ameriprise
Minnesota
+$3.47M
3
TSS
Two Sigma Securities
New York
+$2.93M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.85M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$3.54M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1M
4
Morgan Stanley
Morgan Stanley
New York
-$916K
5
GLA
Good Life Advisors
Pennsylvania
-$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$36.4M +$332K +8,800 +0.9%
Ameriprise
2
Ameriprise
Minnesota
$31.1M +$3.47M +92,232 +13%
Bank of America
3
Bank of America
North Carolina
$20.8M +$1.57M +41,712 +8%
Morgan Stanley
4
Morgan Stanley
New York
$16.2M -$916K -24,324 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.9M +$1.85M +49,028 +18%
LPL Financial
6
LPL Financial
California
$11.4M +$1.47M +39,012 +15%
UBS Group
7
UBS Group
Switzerland
$11.2M +$1.75M +46,472 +19%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.1M -$2.64M -70,088 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.85M +$50.8K +1,348 +0.6%
PAG
10
Private Advisor Group
New Jersey
$7.26M +$728K +19,188 +11%
CWM
11
Cornerstone Wealth Management
Missouri
$7.17M +$25.2K +664 +0.4%
Wells Fargo
12
Wells Fargo
California
$6.84M +$247K +6,552 +4%
GLA
13
Good Life Advisors
Pennsylvania
$5.67M -$852K -22,440 -13%
Jane Street
14
Jane Street
New York
$5.56M +$4.85M +128,744 +680%
WCF
15
West Coast Financial
California
$4.64M +$623K +16,536 +15%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.81M -$43K -1,140 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.59M +$2.63M +69,780 +272%
SB
18
Suntrust Banks
Georgia
$3.11M -$111K -2,952 -3%
TSS
19
Two Sigma Securities
New York
$2.93M +$2.93M +77,756 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.8M +$4.07K +108 +0.1%
MC
21
Mathes Company
New York
$2.35M +$437K +11,600 +23%
Goldman Sachs
22
Goldman Sachs
New York
$2.07M -$773K -20,508 -27%
CA
23
Cetera Advisors
Colorado
$1.97M +$207K +5,524 +12%
FCAG
24
First Capital Advisors Group
New Jersey
$1.74M +$1.11M +29,340 +174%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$228K +6,048 +16%
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