iShares Morningstar US Equity ETF
ILCB
114 hedge funds and large institutions have $244M invested in iShares Morningstar US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 46 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
26% more capital invested
Capital invested by funds: $194M → $244M (+$49.6M)
4% more funds holding
Funds holding: 110 → 114 (+4)
3.39% more ownership
Funds ownership: 29.12% → 32.5% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
54% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$8.24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.76M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.01M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.11M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.06M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.09M |
ILCB Hedge Fund Activity: Q2 2020 in Review
114 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2020, worth a combined $244M — up 26% from $194M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ILCB positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 46 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $6.46M.
- 114 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2020, up from 110 in Q1 2020.
- Funds reported $244M of iShares Morningstar US Equity ETF stock for Q2 2020, up 26% quarter-over-quarter.
- 13 funds opened new iShares Morningstar US Equity ETF positions in Q2 2020 and 9 closed out, a net change of +4 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q2 2020 was Ameriprise, an estimated $11.2M added.
- The largest iShares Morningstar US Equity ETF seller in Q2 2020 was Bank of America, an estimated $6.46M sold.
Based on aggregated 13F filings for Q2 2020.