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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

120 hedge funds and large institutions have $264M invested in iShares Morningstar US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
31
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.9M
2
AWM
AE Wealth Management
Kansas
+$3.91M
3
SS
Simplicity Solutions
Minnesota
+$3.9M
4
AAS
Avantax Advisory Services
Texas
+$485K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$403K

Top Sellers

1
Axa
Axa
France
-$41.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.44M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.5M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.77M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$46.2M +$46.2M +1,001,204 New
Bank of America
2
Bank of America
North Carolina
$20.8M +$401K +8,692 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.6M +$403K +8,736 +2%
Ameriprise
4
Ameriprise
Minnesota
$15.2M -$389K -8,432 -2%
UBS Group
5
UBS Group
Switzerland
$15.1M +$4.9M +106,188 +48%
LPL Financial
6
LPL Financial
California
$13M -$325K -7,040 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$12.7M +$41.5K +900 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$11.7M +$81.5K +1,768 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.57M -$4.5M -97,664 -32%
Wells Fargo
10
Wells Fargo
California
$7.07M -$549K -11,912 -7%
BWM
11
Benchmark Wealth Management
Connecticut
$6.25M +$6.25M +135,544 New
WCF
12
West Coast Financial
California
$5.02M -$515K -11,172 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.82M +$50.4K +1,092 +1%
IDA
14
Intelligence Driven Advisers
California
$4.41M -$865K -18,764 -16%
Citadel Advisors
15
Citadel Advisors
Florida
$4.17M +$15.3K +332 +0.4%
BAMG
16
Brand Asset Management Group
Missouri
$3.98M -$192K -4,156 -5%
AWM
17
AE Wealth Management
Kansas
$3.91M +$3.91M +84,676 New
SS
18
Simplicity Solutions
Minnesota
$3.9M +$3.9M +84,596 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.43M -$276K -5,992 -7%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.22M -$22.9K -496 -0.7%
AG
21
Advisor Group
Arizona
$3.05M +$138K +2,996 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.74M -$1.48M -32,112 -35%
AAS
23
Avantax Advisory Services
Texas
$2.63M +$485K +10,528 +23%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.53M -$2.23M – –
MML Investors Services
25
MML Investors Services
Massachusetts
$2.08M +$193K +4,192 +10%
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