iShares Morningstar US Equity ETF
ILCB
109 hedge funds and large institutions have $234M invested in iShares Morningstar US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 35 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
6.75% more ownership
Funds ownership: 107.47% → 114.22% (+6.7%)
6% more funds holding
Funds holding: 103 → 109 (+6)
4% more capital invested
Capital invested by funds: $226M → $234M (+$8.69M)
40% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.26M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.06M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$885K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.17M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.12M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$1.06M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$654K |
ILCB Hedge Fund Activity: Q3 2019 in Review
109 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2019, worth a combined $234M — up 3.8% from $226M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ILCB positions and 7 closed out — a net gain of 6 holders — while 21 added to existing stakes and 35 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.13M. The largest seller was Citadel Advisors, cutting an estimated $3.12M.
- 109 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2019, up from 103 in Q2 2019.
- Funds reported $234M of iShares Morningstar US Equity ETF stock for Q3 2019, up 3.8% quarter-over-quarter.
- 13 funds opened new iShares Morningstar US Equity ETF positions in Q3 2019 and 7 closed out, a net change of +6 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.13M added.
- The largest iShares Morningstar US Equity ETF seller in Q3 2019 was Citadel Advisors, an estimated $3.12M sold.
Based on aggregated 13F filings for Q3 2019.