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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

122 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
51
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.07M
2
Osaic Holdings
Osaic Holdings
Arizona
+$528K
3
AIC
Ameritas Investment Company
Nebraska
+$349K
4
AAS
Avantax Advisory Services
Texas
+$331K
5
AIP
Almanack Investment Partners
Pennsylvania
+$278K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.51M
2
EH
Equitable Holdings
New York
-$5.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.26M
4
FP
Financial Perspectives
Minnesota
-$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$47.5M -$5.62M -92,593 -11%
Ameriprise
2
Ameriprise
Minnesota
$34.9M -$1.78M -29,302 -5%
Morgan Stanley
3
Morgan Stanley
New York
$21.9M +$87.4K +1,439 +0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M -$621K -10,223 -4%
Bank of America
5
Bank of America
North Carolina
$14.4M +$244K +4,021 +2%
LPL Financial
6
LPL Financial
California
$13.6M -$287K -4,717 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$12.2M -$11.6K -191 -0.1%
UBS Group
8
UBS Group
Switzerland
$8.39M -$124K -2,035 -1%
AAS
9
Avantax Advisory Services
Texas
$7.21M +$331K +5,449 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.72M +$528K +8,697 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.71M -$2.58M -42,450 -28%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.83M -$1.47M -24,143 -20%
BWM
13
Benchmark Wealth Management
Connecticut
$5.66M -$155K -2,553 -3%
Wells Fargo
14
Wells Fargo
California
$5.27M -$1.4M -22,975 -21%
BAMG
15
Brand Asset Management Group
Missouri
$4.43M -$5.35K -88 -0.1%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.57M -$11.5K -190 -0.3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.54M +$20.8K +343 +0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.44M -$29.5K -486 -0.9%
WCF
19
West Coast Financial
California
$2.98M -$156K -2,563 -5%
Goldman Sachs
20
Goldman Sachs
New York
$2.54M – – –
MML Investors Services
21
MML Investors Services
Massachusetts
$2.5M -$327K -5,384 -12%
JWCA
22
J.W. Cole Advisors
Florida
$2.32M -$6.07K -100 -0.3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.3M -$54.7K -900 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.27M -$4.26M -70,107 -65%
Citadel Advisors
25
Citadel Advisors
Florida
$2.06M -$8.51M -140,030 -81%
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