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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

96 hedge funds and large institutions have $266M invested in iShares Morningstar US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
5
Increased
30
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$27.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.99M
3
Jane Street
Jane Street
New York
+$2.72M
4
FCAG
First Capital Advisors Group
New Jersey
+$1.23M
5
MML Investors Services
MML Investors Services
Massachusetts
+$767K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.9M
2
Bank of America
Bank of America
North Carolina
-$4.36M
3
PAG
Private Advisor Group
New Jersey
-$3.37M
4
MC
Mathes Company
New York
-$2.39M
5
TSS
Two Sigma Securities
New York
-$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$37.2M – – –
CWM
2
Cornerstone Wealth Management
Missouri
$28.2M +$27.9M +17,239,600 +8,767%
Ameriprise
3
Ameriprise
Minnesota
$23.1M -$13.9M -361,160 -38%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.9M +$2.99M +77,640 +20%
Bank of America
5
Bank of America
North Carolina
$16.5M -$4.36M -113,448 -21%
UBS Group
6
UBS Group
Switzerland
$13.9M +$544K +14,132 +4%
LPL Financial
7
LPL Financial
California
$13M +$338K +8,792 +3%
Morgan Stanley
8
Morgan Stanley
New York
$11.5M -$356K -9,264 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$11.3M -$7.7K -200 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M +$421K +10,932 +4%
Wells Fargo
11
Wells Fargo
California
$7.27M +$703K +18,260 +11%
Jane Street
12
Jane Street
New York
$6.65M +$2.72M +70,692 +69%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.91M -$27.4K -712 -0.5%
GLA
14
Good Life Advisors
Pennsylvania
$5.03M -$369K -9,600 -7%
FCAG
15
First Capital Advisors Group
New Jersey
$4.67M +$1.23M +31,944 +36%
WCF
16
West Coast Financial
California
$4.41M -$197K -5,116 -4%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.25M +$767K +19,928 +22%
BAMG
18
Brand Asset Management Group
Missouri
$3.75M +$3.75M +97,552 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.5M +$687K +17,864 +24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.27M +$131K +3,412 +4%
CAG
21
Crestwood Advisors Group
Massachusetts
$3.25M -$160K -3,960 -5%
Citigroup
22
Citigroup
New York
$2.81M +$191K +4,964 +7%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$24.2K +628 +1%
AI
24
Atria Investments
North Carolina
$1.52M +$311K +8,088 +26%
PAG
25
Private Advisor Group
New Jersey
$1.35M -$3.37M -87,276 -71%
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