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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

128 hedge funds and large institutions have $270M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
35
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.39M
2
Osaic Holdings
Osaic Holdings
Arizona
+$806K
3
GRP
Global Retirement Partners
California
+$805K
4
FTUS
Flow Traders U.S.
New York
+$747K
5
Citadel Advisors
Citadel Advisors
Florida
+$636K

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$2.32M
2
Morgan Stanley
Morgan Stanley
New York
-$2.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.67M
4
EH
Equitable Holdings
New York
-$1.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$45.8M -$1.62M -26,691 -3%
Ameriprise
2
Ameriprise
Minnesota
$36.3M +$1.39M +22,948 +4%
Morgan Stanley
3
Morgan Stanley
New York
$19.8M -$2.14M -35,179 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.6M -$673K -11,091 -4%
LPL Financial
5
LPL Financial
California
$13.8M +$131K +2,162 +1%
Bank of America
6
Bank of America
North Carolina
$13.4M -$916K -15,095 -6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$11.7M -$453K -7,468 -4%
UBS Group
8
UBS Group
Switzerland
$8.35M -$29.6K -488 -0.4%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.52M +$806K +13,277 +12%
AAS
10
Avantax Advisory Services
Texas
$7.36M +$161K +2,644 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.75M -$76.4K -1,258 -1%
BWM
12
Benchmark Wealth Management
Connecticut
$5.6M -$55K -906 -1%
Wells Fargo
13
Wells Fargo
California
$5.13M -$133K -2,190 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.03M -$1.67M -27,596 -25%
BAMG
15
Brand Asset Management Group
Missouri
$4.33M -$93.9K -1,547 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.66M +$130K +2,144 +4%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.54M -$31.3K -515 -0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.44M +$7.53K +124 +0.2%
WCF
19
West Coast Financial
California
$2.78M -$196K -3,235 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$2.69M +$636K +10,488 +31%
Goldman Sachs
21
Goldman Sachs
New York
$2.54M – – –
FTUS
22
Flow Traders U.S.
New York
$2.34M +$747K +12,319 +47%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.28M -$17.5K -288 -0.8%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.15M -$342K -5,632 -14%
GRP
25
Global Retirement Partners
California
$1.78M +$805K +13,268 +83%
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