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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.17M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.59M
3
Bank of America
Bank of America
North Carolina
+$2.28M
4
UBS Group
UBS Group
Switzerland
+$2.08M
5
IA
IFG Advisory
Georgia
+$893K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.03M
3
Ameriprise
Ameriprise
Minnesota
-$1.17M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.13M
5
IDA
Intelligence Driven Advisers
California
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$41.3M – – –
Bank of America
2
Bank of America
North Carolina
$18.5M +$2.28M +54,392 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.5M +$174K +4,156 +1%
Ameriprise
4
Ameriprise
Minnesota
$14.1M -$1.17M -28,016 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.8M +$4.17M +99,248 +48%
LPL Financial
6
LPL Financial
California
$12.2M -$317K -7,552 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$11.6M -$301K -7,172 -3%
Morgan Stanley
8
Morgan Stanley
New York
$10.6M -$240K -5,712 -2%
UBS Group
9
UBS Group
Switzerland
$9.33M +$2.08M +49,628 +29%
Wells Fargo
10
Wells Fargo
California
$6.94M +$244K +5,808 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.68M +$3.59M +85,388 +171%
WCF
12
West Coast Financial
California
$5.04M -$201K -4,780 -4%
IDA
13
Intelligence Driven Advisers
California
$4.8M -$1.07M -25,524 -18%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.34M -$19K -452 -0.4%
CWM
15
Cornerstone Wealth Management
Missouri
$4.05M -$62.6K -1,492 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.84M -$421K -10,016 -10%
BAMG
17
Brand Asset Management Group
Missouri
$3.8M -$66.5K -1,584 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$3.78M -$3.15M -74,972 -45%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.37M -$338K -8,052 -9%
CAG
20
Crestwood Advisors Group
Massachusetts
$2.95M -$62.8K -1,496 -2%
AG
21
Advisor Group
Arizona
$2.65M -$45K -1,072 -2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.23M -$2.03M – –
AAS
23
Avantax Advisory Services
Texas
$1.96M +$234K +5,568 +14%
PAG
24
Private Advisor Group
New Jersey
$1.82M -$418K -9,960 -19%
AI
25
Atria Investments
North Carolina
$1.8M +$26.5K +632 +1%
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