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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

161 hedge funds and large institutions have $308M invested in iShares Morningstar US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 3 closing their positions.

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
48
Reduced
43
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.02M
5
HSG
5
Helen Stephens Group
Texas
$852K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$31.9M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$14.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$637K
4
Bank of America
4
Bank of America
North Carolina
$9.46M
5
Wells Fargo
5
Wells Fargo
California
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.6M 473,212 +35,664 +8%
EH
2
Equitable Holdings
New York
$33.8M 450,097 -6,893 -2%
Ameriprise
3
Ameriprise
Minnesota
$31.9M 424,535 -30,794 -7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.5M 192,328 -20,187 -9%
LPL Financial
5
LPL Financial
California
$13.7M 181,759 -3,404 -2%
AAS
6
Avantax Advisory Services
Texas
$12.1M 160,482 +4,961 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.7M 142,631 -5,804 -4%
Bank of America
8
Bank of America
North Carolina
$9.46M 125,827 -10,893 -8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$9.15M 121,697 +6,385 +6%
UBS Group
10
UBS Group
Switzerland
$8.23M 109,472 -551 -0.5%
Wells Fargo
11
Wells Fargo
California
$8.11M 107,913 -7,356 -6%
GIA
12
Gladstone Institutional Advisory
Florida
$7.01M 93,319 -1,100 -1%
Corient Private Wealth
13
Corient Private Wealth
Florida
$6.7M 89,100 -1,881 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.98M 79,572 +18,374 +30%
BWM
15
Benchmark Wealth Management
Connecticut
$5.02M 66,740 +40 +0.1%
MFG
16
Merit Financial Group
Georgia
$4.95M 65,849 +165 +0.3%
BAMG
17
Brand Asset Management Group
Missouri
$4.22M 56,080 -1,172 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.87M 51,498 -505 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.42M 45,504 -1,781 -4%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.35M 44,527 -4,576 -9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.27M 43,496 +120 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.03M 40,302 +1,237 +3%
QS
23
Quantitative Strategies
California
$2.71M 36,055 +290 +0.8%
Citadel Advisors
24
Citadel Advisors
Florida
$2.46M 32,744 +14,825 +83%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.39M 31,737 +5,707 +22%
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