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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

152 hedge funds and large institutions have $296M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
40
Reduced
56
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.15M
3
MCC
Money Concepts Capital
Florida
+$953K
4
UBS Group
UBS Group
Switzerland
+$747K
5
BA
Brightwater Advisory
Florida
+$564K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
JWM
Jackson Wealth Management
Florida
-$9.95M
3
AssetMark Inc
AssetMark Inc
California
-$3.33M
4
EH
Equitable Holdings
New York
-$3.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$33.1M -$3.26M -44,988 -9%
Ameriprise
2
Ameriprise
Minnesota
$33M -$1.01M -13,919 -3%
Morgan Stanley
3
Morgan Stanley
New York
$31.7M -$27.8M -384,070 -47%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.4M -$195K -2,684 -1%
LPL Financial
5
LPL Financial
California
$13.4M -$775K -10,693 -5%
AAS
6
Avantax Advisory Services
Texas
$11.3M -$706K -9,746 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.8M -$349K -4,809 -3%
Bank of America
8
Bank of America
North Carolina
$9.91M -$310K -4,274 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$8.36M -$986K -13,603 -11%
Wells Fargo
10
Wells Fargo
California
$8.35M +$215K +2,973 +3%
UBS Group
11
UBS Group
Switzerland
$7.97M +$747K +10,311 +10%
GIA
12
Gladstone Institutional Advisory
Florida
$6.84M -$146K -2,015 -2%
Corient Private Wealth
13
Corient Private Wealth
Florida
$6.59M -$16.2K -223 -0.2%
BWM
14
Benchmark Wealth Management
Connecticut
$4.83M -$270K -3,729 -5%
MFG
15
Merit Financial Group
Georgia
$4.65M -$227K -3,211 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.44M -$635K -8,755 -13%
BAMG
17
Brand Asset Management Group
Missouri
$4.15M -$15.6K -215 -0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.77M +$1.15M +15,804 +44%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.56M -$29.7K -410 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.43M -$129K -1,780 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.14M -$280K -3,864 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.83M +$77.5K +1,069 +3%
QS
23
Quantitative Strategies
California
$2.59M +$24.9K +344 +1%
AWS
24
Atria Wealth Solutions
New York
$1.98M +$239K +3,304 +14%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.95M -$36.7K -506 -2%
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