ILCB icon

iShares Morningstar US Equity ETF

93 hedge funds and large institutions have $257M invested in iShares Morningstar US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
35
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$39M +$6.18M +155,568 +19%
Axa
2
Axa
France
$38.4M
Bank of America
3
Bank of America
North Carolina
$22.4M +$540K +13,584 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M +$2.1M +52,928 +17%
Morgan Stanley
5
Morgan Stanley
New York
$14.4M -$2.61M -65,576 -15%
LPL Financial
6
LPL Financial
California
$12.7M +$731K +18,396 +6%
UBS Group
7
UBS Group
Switzerland
$12M +$233K +5,872 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.7M -$33.4K -840 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.41M +$80.1K +2,016 +0.9%
CWM
10
Cornerstone Wealth Management
Missouri
$7.44M -$231K -5,700 -3%
Wells Fargo
11
Wells Fargo
California
$6.57M -$645K -16,232 -9%
GLA
12
Good Life Advisors
Pennsylvania
$5.59M -$469K -11,572 -8%
WCF
13
West Coast Financial
California
$4.79M -$102K -2,556 -2%
Jane Street
14
Jane Street
New York
$4.09M -$1.78M -44,692 -30%
CAG
15
Crestwood Advisors Group
Massachusetts
$3.96M -$60.1K -1,512 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.17M +$217K +5,452 +7%
SB
17
Suntrust Banks
Georgia
$3.05M -$226K -5,700 -7%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.97M +$1.47M +36,932 +98%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.97M +$1.93M +48,568 +186%
Citigroup
20
Citigroup
New York
$2.64M +$979K +24,648 +59%
MC
21
Mathes Company
New York
$2.48M
CA
22
Cetera Advisors
Colorado
$2.31M +$205K +5,148 +10%
FCAG
23
First Capital Advisors Group
New Jersey
$2.28M +$446K +11,236 +24%
PAG
24
Private Advisor Group
New Jersey
$1.76M -$6M -147,832 -77%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$38.8K +976 +2%