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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

124 hedge funds and large institutions have $281M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
29
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
2
BWM
Benchmark Wealth Management
Connecticut
+$5.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.03M
4
JWCA
J.W. Cole Advisors
Florida
+$2.12M
5
KAS
Kestra Advisory Services
Texas
+$1.42M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$24M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.76M
4
IAN
Integrated Advisors Network
Texas
-$4.43M
5
EH
Equitable Holdings
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$47.4M -$2.87M -53,036 -6%
Ameriprise
2
Ameriprise
Minnesota
$34.3M +$422K +7,784 +1%
Morgan Stanley
3
Morgan Stanley
New York
$20.3M -$933K -17,216 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.4M -$53.3K -984 -0.4%
Bank of America
5
Bank of America
North Carolina
$13.1M +$479K +8,840 +4%
LPL Financial
6
LPL Financial
California
$12.6M -$459K -8,464 -4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$11M -$1.82M -33,524 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.9M -$4.76M -87,864 -30%
Citadel Advisors
9
Citadel Advisors
Florida
$9.42M +$8.87M +163,680 +1,630%
UBS Group
10
UBS Group
Switzerland
$8.09M -$243K -4,480 -3%
Wells Fargo
11
Wells Fargo
California
$7.35M +$72K +1,328 +1%
IAN
12
Integrated Advisors Network
Texas
$6.12M -$4.43M -81,740 -42%
BWM
13
Benchmark Wealth Management
Connecticut
$5.98M +$5.38M +992,104 +888%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.62M +$411K +7,572 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.2M +$82.6K +1,524 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.61M +$151K +2,788 +3%
AAS
17
Avantax Advisory Services
Texas
$4.38M -$24M -443,476 -85%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.16M +$3.03M +55,980 +269%
BAMG
19
Brand Asset Management Group
Missouri
$4.02M -$168K -3,096 -4%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.38M -$45.3K -836 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.34M -$63.1K -1,164 -2%
WCF
22
West Coast Financial
California
$3.1M -$474K -8,752 -13%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.49M -$6.99M -128,872 -74%
Goldman Sachs
24
Goldman Sachs
New York
$2.26M – – –
JWCA
25
J.W. Cole Advisors
Florida
$2.12M +$2.12M +39,092 New
1
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