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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

109 hedge funds and large institutions have $193M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
23
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.52M
3
Goldman Sachs
Goldman Sachs
New York
+$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
5
MA
Mutual Advisors
Nebraska
+$1.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.56M
2
AWM
AE Wealth Management
Kansas
-$3.91M
3
SS
Simplicity Solutions
Minnesota
-$3.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.53M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$36.3M -$406K -11,076 -1%
Bank of America
2
Bank of America
North Carolina
$14.8M -$1.67M -45,656 -10%
Morgan Stanley
3
Morgan Stanley
New York
$14.6M +$5.36M +146,344 +58%
Ameriprise
4
Ameriprise
Minnesota
$12.4M +$372K +10,176 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.1M -$3.53M -96,460 -23%
LPL Financial
6
LPL Financial
California
$11.2M +$883K +24,104 +9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$9.62M -$498K -13,576 -5%
Wells Fargo
8
Wells Fargo
California
$5.73M +$105K +2,872 +2%
UBS Group
9
UBS Group
Switzerland
$5.48M -$6.56M -179,068 -55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.81M -$2.79M -76,216 -37%
Citadel Advisors
11
Citadel Advisors
Florida
$4.78M +$1.47M +40,052 +44%
BWM
12
Benchmark Wealth Management
Connecticut
$4.51M -$456K -12,436 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.15M +$3.52M +96,064 +557%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.63M -$202K -5,508 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.55M +$3.55M +96,744 New
WCF
16
West Coast Financial
California
$3.35M -$633K -17,280 -16%
BAMG
17
Brand Asset Management Group
Missouri
$3.07M -$98.8K -2,696 -3%
AAS
18
Avantax Advisory Services
Texas
$2.77M +$672K +18,352 +32%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.61M -$117K -3,204 -4%
CAG
20
Crestwood Advisors Group
Massachusetts
$2.56M – – –
IDA
21
Intelligence Driven Advisers
California
$2.13M -$1.38M -37,520 -39%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.86M -$321K -8,752 -15%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.73M +$76.8K +2,096 +5%
Goldman Sachs
24
Goldman Sachs
New York
$1.53M +$1.53M +41,764 New
MA
25
Mutual Advisors
Nebraska
$1.4M +$1.2M +32,684 +601%
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