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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
JWM
2
Jackson Wealth Management
Florida
$9.95M
3
Wells Fargo
3
Wells Fargo
California
$7.38M
4
AssetMark Inc
4
AssetMark Inc
California
$3.09M
5
Ameriprise
5
Ameriprise
Minnesota
$30.8M

Top Sellers

1
EH
1
Equitable Holdings
New York
$33M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.11M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.6M
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
AWM
5
Apollon Wealth Management
South Carolina
$672K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54M 821,618 +419,839 +104%
EH
2
Equitable Holdings
New York
$33M 501,978 -59,878 -11%
Ameriprise
3
Ameriprise
Minnesota
$30.8M 469,248 +29,500 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.2M 215,199 -4,113 -2%
LPL Financial
5
LPL Financial
California
$12.9M 195,856 -4,954 -2%
AAS
6
Avantax Advisory Services
Texas
$10.9M 165,267 +13,072 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.1M 153,244 +9,141 +6%
JWM
8
Jackson Wealth Management
Florida
$9.95M 151,288 +151,288 New
Bank of America
9
Bank of America
North Carolina
$9.27M 140,994 -5,288 -4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$8.48M 128,915 +6,351 +5%
Wells Fargo
11
Wells Fargo
California
$7.38M 112,296 +54,575 +95%
UBS Group
12
UBS Group
Switzerland
$6.56M 99,712 +787 +0.8%
GIA
13
Gladstone Institutional Advisory
Florida
$6.34M 96,434 -130 -0.1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$6M 91,204 +2,394 +3%
BWM
15
Benchmark Wealth Management
Connecticut
$4.63M 70,429 -177 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.6M 69,953 -9,136 -12%
MFG
17
Merit Financial Group
Georgia
$4.53M 68,895 -2,854 -4%
BAMG
18
Brand Asset Management Group
Missouri
$3.78M 57,467 -643 -1%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.26M 49,513 -1,380 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.23M 49,065 +2,458 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.11M 47,240 -31,109 -40%
AssetMark Inc
22
AssetMark Inc
California
$3.09M 47,027 +45,573 +3,134%
Citadel Advisors
23
Citadel Advisors
Florida
$2.6M 39,463 +21,154 +116%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.52M 38,250 +2,941 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.5M 37,996 -1,986 -5%
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