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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

131 hedge funds and large institutions have $217M invested in iShares Morningstar US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.38M
2
SMWM
2
Silvia McColl Wealth Management
California
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.03M
4
Jane Street
4
Jane Street
New York
$726K
5
TC
5
TownSquare Capital
Utah
$570K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$26.3M
2
W
2
Wealthquest
Ohio
$679K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.06M
4
MA
4
MUFG Americas
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$34M 646,096 -401 -0.1%
Ameriprise
2
Ameriprise
Minnesota
$26.3M 498,770 -33,333 -6%
Morgan Stanley
3
Morgan Stanley
New York
$22.1M 419,623 +982 +0.2%
LPL Financial
4
LPL Financial
California
$10.4M 197,608 -3,057 -2%
Bank of America
5
Bank of America
North Carolina
$8.23M 156,287 -3,184 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.06M 153,158 -12,997 -8%
AAS
7
Avantax Advisory Services
Texas
$7.76M 147,484 +10,668 +8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$6.91M 131,183 -5,158 -4%
UBS Group
9
UBS Group
Switzerland
$6.53M 123,967 +4,488 +4%
GIA
10
Gladstone Institutional Advisory
Florida
$5.87M 111,594 +50 +0%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.81M 110,281 -5,130 -4%
BWM
12
Benchmark Wealth Management
Connecticut
$4.37M 83,063 -393 -0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.03M 76,585 +14,953 +24%
MFG
14
Merit Financial Group
Georgia
$3.7M 70,349 +808 +1%
BAMG
15
Brand Asset Management Group
Missouri
$3.2M 60,775 -68 -0.1%
Wells Fargo
16
Wells Fargo
California
$2.87M 54,597 -3,238 -6%
CAG
17
Crestwood Advisors Group
Massachusetts
$2.87M 54,433 +440 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.85M 54,111 -957 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.38M 45,152 +45,152 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.14M 40,603 -2,140 -5%
AT
21
American Trust
Kentucky
$2.01M 18,630 +848 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M 37,685 +3,213 +9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.83M 34,763 -5,798 -14%
JWCA
24
J.W. Cole Advisors
Florida
$1.74M 33,079 -1,048 -3%
WCF
25
West Coast Financial
California
$1.72M 32,756 -2,688 -8%
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