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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $261M invested in iShares Morningstar US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.91M
2
PAG
Private Advisor Group
New Jersey
+$3.02M
3
UBS Group
UBS Group
Switzerland
+$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.47M
5
FCAG
First Capital Advisors Group
New Jersey
+$1.23M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$3.05M
2
CA
Cetera Advisors
Colorado
-$2.31M
3
Morgan Stanley
Morgan Stanley
New York
-$2.12M
4
LFAS
Level Four Advisory Services
Texas
-$1.22M
5
AFNAS
American Financial Network Advisory Services
California
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$42.6M -$875K -19,740 -2%
Axa
2
Axa
France
$37M – – –
Bank of America
3
Bank of America
North Carolina
$20.8M -$852K -22,236 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M +$716K +18,672 +5%
UBS Group
5
UBS Group
Switzerland
$13.3M +$1.69M +44,212 +15%
LPL Financial
6
LPL Financial
California
$12.6M +$271K +7,068 +2%
Morgan Stanley
7
Morgan Stanley
New York
$11.8M -$2.12M -55,364 -15%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.3M -$10.4K -272 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.47M +38,260 +16%
CWM
10
Cornerstone Wealth Management
Missouri
$7.4M +$495K +13,148 +7%
Wells Fargo
11
Wells Fargo
California
$6.55M +$207K +5,388 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.91M +$5.91M +154,232 New
GLA
13
Good Life Advisors
Pennsylvania
$5.27M +$90.8K +2,416 +2%
PAG
14
Private Advisor Group
New Jersey
$4.69M +$3.02M +78,844 +181%
WCF
15
West Coast Financial
California
$4.59M -$33.4K -872 -0.7%
Jane Street
16
Jane Street
New York
$3.92M -$27.4K -716 -0.7%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.47M +$598K +15,612 +21%
FCAG
18
First Capital Advisors Group
New Jersey
$3.43M +$1.23M +32,020 +56%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.22M -$597K -15,580 -16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.13M +$264K +6,900 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.8M -$257K -6,700 -8%
Citigroup
22
Citigroup
New York
$2.61M +$64.4K +1,680 +3%
MC
23
Mathes Company
New York
$2.39M – – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$244K +6,368 +15%
TRCT
25
Tower Research Capital (TRC)
New York
$1.39M +$1.08M +28,232 +350%
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