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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

94 hedge funds and large institutions have $332M invested in iShares Morningstar US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
37
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.67M
3
LPL Financial
LPL Financial
California
+$7.6M
4
PAG
Private Advisor Group
New Jersey
+$1.83M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.29M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.3M
2
Jane Street
Jane Street
New York
-$6.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.32M
4
Bank of America
Bank of America
North Carolina
-$964K
5
Mariner
Mariner
Kansas
-$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Cornerstone Wealth Management
Missouri
$47.3M +$18.6M +11,278,468 +65%
Ameriprise
2
Ameriprise
Minnesota
$42.8M -$13.3M -142,440 -24%
Axa
3
Axa
France
$40.2M -$505K -12,000 -1%
LPL Financial
4
LPL Financial
California
$21.8M +$7.6M +180,596 +54%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M +$470K +11,172 +2%
Bank of America
6
Bank of America
North Carolina
$17.1M -$964K -22,916 -5%
UBS Group
7
UBS Group
Switzerland
$15.4M +$216K +5,136 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$12.4M -$54.5K -1,296 -0.4%
Morgan Stanley
9
Morgan Stanley
New York
$12.3M -$291K -6,924 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.1M +$99.5K +2,364 +0.8%
Wells Fargo
11
Wells Fargo
California
$9.23M +$1.28M +30,312 +16%
Citadel Advisors
12
Citadel Advisors
Florida
$8M +$7.67M +182,172 +2,265%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.93M +$1.29M +30,616 +28%
GLA
14
Good Life Advisors
Pennsylvania
$5.63M +$132K +3,140 +2%
FCAG
15
First Capital Advisors Group
New Jersey
$5.31M +$196K +4,660 +4%
WCF
16
West Coast Financial
California
$5.07M +$245K +5,832 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4M +$169K +4,024 +4%
BAMG
18
Brand Asset Management Group
Missouri
$4M -$108K -2,576 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.77M +$195K +4,624 +5%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.31M -$65K -1,544 -2%
PAG
21
Private Advisor Group
New Jersey
$3.3M +$1.83M +43,488 +124%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.14M -$3.32M -78,996 -51%
Citigroup
23
Citigroup
New York
$2.4M -$676K -16,052 -22%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.05M -$90.6K -2,152 -4%
AG
25
Advisor Group
Arizona
$1.89M +$614K +14,600 +48%
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