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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $242M 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, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.9M
2
IAN
Integrated Advisors Network
Texas
+$8.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.03M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.18M
5
JWCA
J.W. Cole Advisors
Florida
+$1.79M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.72M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.17M
5
MA
Mutual Advisors
Nebraska
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$42.7M -$529K -12,112 -1%
Ameriprise
2
Ameriprise
Minnesota
$26.7M +$11.9M +272,100 +80%
Morgan Stanley
3
Morgan Stanley
New York
$17.2M -$274K -6,272 -2%
LPL Financial
4
LPL Financial
California
$13.5M +$99K +2,268 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.2M -$2.17M -49,824 -15%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$11.4M -$68.9K -1,580 -0.6%
Bank of America
7
Bank of America
North Carolina
$10.8M -$6.82M -156,380 -39%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.7M +$5.03M +115,160 +88%
IAN
9
Integrated Advisors Network
Texas
$8.7M +$8.7M +199,404 New
Wells Fargo
10
Wells Fargo
California
$6.45M -$370K -8,484 -5%
UBS Group
11
UBS Group
Switzerland
$6.43M -$85.2K -1,952 -1%
BWM
12
Benchmark Wealth Management
Connecticut
$5.18M -$195K -4,468 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.04M -$185K -4,236 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.86M -$456K -10,440 -11%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.65M +$3.18M +72,880 +682%
BAMG
16
Brand Asset Management Group
Missouri
$3.59M -$56.9K -1,304 -2%
WCF
17
West Coast Financial
California
$3.55M -$446K -10,220 -11%
AAS
18
Avantax Advisory Services
Texas
$3.52M +$226K +5,184 +7%
Citadel Advisors
19
Citadel Advisors
Florida
$3.47M -$2.22M -50,964 -39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.16M +$57.2K +1,312 +2%
CAG
21
Crestwood Advisors Group
Massachusetts
$2.77M -$280K -6,416 -9%
IDA
22
Intelligence Driven Advisers
California
$2.2M -$332K -7,608 -13%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.08M +$22.5K +516 +1%
Goldman Sachs
24
Goldman Sachs
New York
$1.82M – – –
JWCA
25
J.W. Cole Advisors
Florida
$1.79M +$1.79M +40,992 New
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