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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

138 hedge funds and large institutions have $248M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$850K
3
PA
PFG Advisors
Arizona
+$506K
4
AWA
Arete Wealth Advisors
Illinois
+$488K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$343K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$1.52M
4
UBS Group
UBS Group
Switzerland
-$994K
5
EH
Equitable Holdings
New York
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$38.3M -$836K -13,692 -2%
Ameriprise
2
Ameriprise
Minnesota
$27.2M -$233K -3,810 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$25.1M +$181K +2,960 +0.7%
LPL Financial
4
LPL Financial
California
$12M +$283K +4,641 +2%
AAS
5
Avantax Advisory Services
Texas
$9.22M +$75.7K +1,239 +0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.03M -$129K -2,116 -1%
Bank of America
7
Bank of America
North Carolina
$8.95M -$193K -3,166 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$7.41M -$149K -2,444 -2%
GIA
9
Gladstone Institutional Advisory
Florida
$6.05M -$768K -12,580 -11%
UBS Group
10
UBS Group
Switzerland
$5.97M -$994K -16,267 -14%
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.56M -$391K -6,409 -7%
BWM
12
Benchmark Wealth Management
Connecticut
$4.87M -$108K -1,768 -2%
MFG
13
Merit Financial Group
Georgia
$4.34M +$31.8K +520 +0.7%
BAMG
14
Brand Asset Management Group
Missouri
$3.6M -$8.61K -141 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.5M -$4.16M -68,176 -54%
AssetMark Inc
16
AssetMark Inc
California
$3.19M +$3.19M +52,256 +217,733%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.15M -$162K -2,659 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.12M -$2.57M -42,139 -45%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.04M -$71.9K -1,177 -2%
Wells Fargo
20
Wells Fargo
California
$2.83M -$434K -7,111 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.77M +$343K +5,616 +14%
QS
22
Quantitative Strategies
California
$2.5M +$2.5M +40,862 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.35M -$12.2K -200 -0.5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.19M +$850K +13,913 +64%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$263K +4,299 +14%
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