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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

136 hedge funds and large institutions have $275M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
32
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$7.18M
2
S
Surevest
California
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.19M
4
GRP
Global Retirement Partners
California
+$1.38M
5
AAS
Avantax Advisory Services
Texas
+$452K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.97M
2
EH
Equitable Holdings
New York
-$1.78M
3
SFS
Sowell Financial Services
Arkansas
-$1.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.6M
5
GM
GeoWealth Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$41.6M -$1.78M -28,260 -4%
Ameriprise
2
Ameriprise
Minnesota
$36M -$2.97M -47,115 -8%
Morgan Stanley
3
Morgan Stanley
New York
$24.1M +$3.19M +50,831 +15%
LPL Financial
4
LPL Financial
California
$14.4M -$420K -6,676 -3%
Bank of America
5
Bank of America
North Carolina
$10.9M -$372K -5,911 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.5M -$205K -3,266 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$10.4M -$1.6M -25,448 -13%
AAS
8
Avantax Advisory Services
Texas
$8.09M +$452K +7,196 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.08M -$730K -10,539 -8%
UBS Group
10
UBS Group
Switzerland
$7.91M -$85.9K -1,366 -1%
GIA
11
Gladstone Institutional Advisory
Florida
$7.18M +$7.18M +114,179 New
S
12
Surevest
California
$6.91M +$6.54M +104,046 +1,748%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.89M +$4.9K +78 +0.1%
BWM
14
Benchmark Wealth Management
Connecticut
$5.69M -$6.54K -104 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.41M +$227K +3,604 +5%
BAMG
16
Brand Asset Management Group
Missouri
$4.21M -$251K -3,996 -6%
Wells Fargo
17
Wells Fargo
California
$3.71M -$80.4K -1,279 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.65M +$17.3K +276 +0.5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.56M -$61.8K -983 -2%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.51M -$131K -2,087 -4%
WCF
21
West Coast Financial
California
$2.33M -$272K -4,331 -10%
JWCA
22
J.W. Cole Advisors
Florida
$2.3M -$36.4K -580 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.27M -$76K -1,209 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.23M -$278K -4,428 -11%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.9M -$38K -605 -2%
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