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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $283M invested in iShares Morningstar US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% 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
22
Increased
33
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$2.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.65M
3
GM
3
GeoWealth Management
Illinois
$1.43M
4
Ameriprise
4
Ameriprise
Minnesota
$41.1M
5
AWM
5
Apollon Wealth Management
South Carolina
$1.38M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.3M
2
EH
2
Equitable Holdings
New York
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$11.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$45.8M 690,178 -64,690 -9%
Ameriprise
2
Ameriprise
Minnesota
$41.1M 618,368 +21,190 +4%
Morgan Stanley
3
Morgan Stanley
New York
$22.1M 333,202 +7,786 +2%
LPL Financial
4
LPL Financial
California
$15.7M 235,804 +9,207 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.7M 191,704 -1,845 -1%
Bank of America
6
Bank of America
North Carolina
$11.9M 179,291 -41,947 -19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.3M 170,698 -70,208 -29%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.46M 127,277 +3,347 +3%
UBS Group
9
UBS Group
Switzerland
$8.45M 127,253 -10,324 -8%
AAS
10
Avantax Advisory Services
Texas
$8.07M 121,483 +230 +0.2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.22M 93,607 -1,084 -1%
BWM
12
Benchmark Wealth Management
Connecticut
$6.02M 90,594 -1,751 -2%
BAMG
13
Brand Asset Management Group
Missouri
$4.72M 71,037 -364 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.42M 66,622 -16,240 -20%
Wells Fargo
15
Wells Fargo
California
$4M 60,285 -24,206 -29%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.84M 57,860 -443 -0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.83M 57,726 +1,048 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.83M 57,599 -2,740 -5%
WCF
19
West Coast Financial
California
$2.75M 41,378 -4,392 -10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.65M 39,895 +23,987 +151%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.47M 37,245 -295 -0.8%
JWCA
22
J.W. Cole Advisors
Florida
$2.46M 37,102 +37,102 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.05M 30,901 -4,591 -13%
SFS
24
Sowell Financial Services
Arkansas
$1.65M 24,841 +4,653 +23%
GM
25
GeoWealth Management
Illinois
$1.43M 21,583 +21,583 New
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