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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

123 hedge funds and large institutions have $235M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 17 closing their positions.

Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
36
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$12.5M
2
FTUS
2
Flow Traders U.S.
New York
$2.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$929K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Ameriprise
2
Ameriprise
Minnesota
$28.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.07M
4
LPL Financial
4
LPL Financial
California
$11M
5
EH
5
Equitable Holdings
New York
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$33.6M 646,075 -15,843 -2%
Ameriprise
2
Ameriprise
Minnesota
$28.1M 540,222 -31,031 -5%
Morgan Stanley
3
Morgan Stanley
New York
$21.6M 414,950 +30,917 +8%
W
4
Wealthquest
Ohio
$12.5M 240,216 +240,216 New
LPL Financial
5
LPL Financial
California
$11M 211,360 -17,768 -8%
Bank of America
6
Bank of America
North Carolina
$8.72M 167,823 -5,557 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.65M 166,569 -863 -0.5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$7.07M 136,101 -30,155 -18%
AAS
9
Avantax Advisory Services
Texas
$6.98M 134,279 +5,600 +4%
UBS Group
10
UBS Group
Switzerland
$6.33M 121,896 -3,991 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.26M 120,342 +3,604 +3%
S
12
Surevest
California
$5.89M 113,349 +3,351 +3%
GIA
13
Gladstone Institutional Advisory
Florida
$5.87M 112,944 -1,235 -1%
BWM
14
Benchmark Wealth Management
Connecticut
$4.69M 90,306 -184 -0.2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.42M 84,991 -8,694 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.04M 77,674 +7,448 +11%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.53M 67,850 +32,383 +91%
Wells Fargo
18
Wells Fargo
California
$3.17M 61,018 +2,012 +3%
BAMG
19
Brand Asset Management Group
Missouri
$3.16M 60,843 -6,198 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.95M 56,714 -1,288 -2%
CAG
21
Crestwood Advisors Group
Massachusetts
$2.85M 54,818 -955 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.23M 42,940 -13,676 -24%
FTUS
23
Flow Traders U.S.
New York
$2.09M 40,287 +40,287 New
WCF
24
West Coast Financial
California
$1.86M 35,715 -1,332 -4%
JWCA
25
J.W. Cole Advisors
Florida
$1.8M 34,652 -1,870 -5%
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