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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

103 hedge funds and large institutions have $226M invested in iShares Morningstar US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
29
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.37M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$658K
4
TRCT
Tower Research Capital (TRC)
New York
+$596K
5
AG
Advisor Group
Arizona
+$518K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.12M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.47M
3
IDA
Intelligence Driven Advisers
California
-$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
5
Wells Fargo
Wells Fargo
California
-$856K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$40.6M – – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.1M +$260K +6,288 +2%
Bank of America
3
Bank of America
North Carolina
$16M -$500K -12,112 -3%
Ameriprise
4
Ameriprise
Minnesota
$15.1M -$3.12M -75,440 -17%
LPL Financial
5
LPL Financial
California
$12.3M -$126K -3,064 -1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$11.6M -$168K -4,084 -1%
Morgan Stanley
7
Morgan Stanley
New York
$10.6M -$169K -4,084 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.5M +$3.37M +81,756 +66%
UBS Group
9
UBS Group
Switzerland
$7.13M +$451K +10,932 +7%
Citadel Advisors
10
Citadel Advisors
Florida
$6.82M +$3.79M +91,716 +125%
Wells Fargo
11
Wells Fargo
California
$6.58M -$856K -20,740 -12%
IDA
12
Intelligence Driven Advisers
California
$5.77M -$1.11M -26,764 -16%
WCF
13
West Coast Financial
California
$5.15M -$34.3K -832 -0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.29M +$25.4K +616 +0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.19M -$46.2K -1,120 -1%
CWM
16
Cornerstone Wealth Management
Missouri
$4.03M -$33.3K -808 -0.8%
BAMG
17
Brand Asset Management Group
Missouri
$3.8M -$26.1K -632 -0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.65M -$278K -6,732 -7%
CAG
19
Crestwood Advisors Group
Massachusetts
$2.97M -$29.7K -720 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.8M +$61.9K +1,500 +2%
AG
21
Advisor Group
Arizona
$2.65M +$518K +12,540 +24%
PAG
22
Private Advisor Group
New Jersey
$2.21M -$46.7K -1,132 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.06M -$993K -24,068 -33%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.03M -$1.47M – –
AI
25
Atria Investments
North Carolina
$1.71M +$47.4K +1,168 +3%
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