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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

125 hedge funds and large institutions have $223M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$1.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$937K
3
Jane Street
Jane Street
New York
+$871K
4
Osaic Holdings
Osaic Holdings
Arizona
+$854K
5
DI
DFPG Investments
Utah
+$668K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.24M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$858K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
5
Morgan Stanley
Morgan Stanley
New York
-$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$36.1M -$327K -5,789 -0.9%
Ameriprise
2
Ameriprise
Minnesota
$25.3M -$2.79M -49,433 -10%
Morgan Stanley
3
Morgan Stanley
New York
$23M -$651K -11,548 -3%
LPL Financial
4
LPL Financial
California
$10.8M -$344K -6,106 -3%
Bank of America
5
Bank of America
North Carolina
$8.45M -$368K -6,528 -4%
AAS
6
Avantax Advisory Services
Texas
$8.44M +$125K +2,212 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.08M +$854K +15,142 +14%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$6.98M -$421K -7,468 -6%
UBS Group
9
UBS Group
Switzerland
$6.43M -$558K -9,893 -8%
GIA
10
Gladstone Institutional Advisory
Florida
$6.3M +$5.92K +105 +0.1%
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.5M -$325K -5,767 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.26M +$937K +16,600 +22%
BWM
13
Benchmark Wealth Management
Connecticut
$4.63M -$87.6K -1,543 -2%
MFG
14
Merit Financial Group
Georgia
$3.98M +$13.6K +241 +0.3%
BAMG
15
Brand Asset Management Group
Missouri
$3.34M -$92.7K -1,643 -3%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.06M -$12.5K -221 -0.4%
Wells Fargo
17
Wells Fargo
California
$3.02M -$60.9K -1,080 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.87M -$181K -3,202 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.24M +$115K +2,032 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.19M -$105K -1,864 -5%
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.98M +$1.98M +35,030 New
WCF
22
West Coast Financial
California
$1.78M -$71K -1,258 -4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$23.1K +410 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.68M -$4.29K -76 -0.3%
Jane Street
25
Jane Street
New York
$1.65M +$871K +15,432 +112%
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