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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

113 hedge funds and large institutions have $279M invested in iShares Morningstar US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
24
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$21.6M
2
MML Investors Services
MML Investors Services
Massachusetts
+$6.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.09M
4
Ameriprise
Ameriprise
Minnesota
+$706K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$528K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
2
LPL Financial
LPL Financial
California
-$3.29M
3
EH
Equitable Holdings
New York
-$2.43M
4
IDA
Intelligence Driven Advisers
California
-$2.2M
5
JWCA
J.W. Cole Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$45.3M -$2.43M -49,776 -5%
Ameriprise
2
Ameriprise
Minnesota
$30.5M +$706K +14,480 +2%
AAS
3
Avantax Advisory Services
Texas
$25.6M +$21.6M +443,740 +550%
Morgan Stanley
4
Morgan Stanley
New York
$19.1M -$82.5K -1,692 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M +$2.09M +42,816 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13M -$637K -13,060 -5%
LPL Financial
7
LPL Financial
California
$11.8M -$3.29M -67,564 -22%
Bank of America
8
Bank of America
North Carolina
$11.4M -$722K -14,808 -6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$11.4M -$1.22M -25,288 -10%
IAN
10
Integrated Advisors Network
Texas
$9.49M -$234K -4,792 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.52M +$6.2M +127,212 +267%
UBS Group
12
UBS Group
Switzerland
$7.5M +$307K +6,304 +4%
Wells Fargo
13
Wells Fargo
California
$6.55M -$653K -13,400 -9%
BWM
14
Benchmark Wealth Management
Connecticut
$5.44M -$339K -6,964 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.68M +$170K +3,480 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.6M +$528K +10,840 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.01M -$301K -6,184 -7%
BAMG
18
Brand Asset Management Group
Missouri
$3.77M -$247K -5,076 -6%
WCF
19
West Coast Financial
California
$3.22M -$746K -15,300 -19%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.08M -$15.6K -320 -0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.06M -$469K -9,620 -13%
Goldman Sachs
22
Goldman Sachs
New York
$2.04M – – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.48M +$176K +3,620 +14%
Citigroup
24
Citigroup
New York
$1.27M -$79.2K -1,624 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$41.5K -852 -3%
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