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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

179 hedge funds and large institutions have $557M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
54
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.06M

Top Sellers

1
EH
Equitable Holdings
New York
-$3.51M
2
PAG
Private Advisor Group
New Jersey
-$1.75M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$102M +$79.8M +982,931 +353%
AI
2
AdvisorShares Investments
Maryland
$41.1M +$10.9M +134,191 +36%
Morgan Stanley
3
Morgan Stanley
New York
$40.5M -$795K -9,790 -2%
Wells Fargo
4
Wells Fargo
California
$40.1M +$10.6M +130,531 +36%
Ameriprise
5
Ameriprise
Minnesota
$32.9M -$567K -6,981 -2%
EH
6
Equitable Holdings
New York
$32M -$3.51M -43,236 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$29.4M +$12.3M +152,050 +72%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$14.1M -$1.08M -13,253 -7%
Bank of America
9
Bank of America
North Carolina
$14M +$159K +1,964 +1%
AAS
10
Avantax Advisory Services
Texas
$13M +$6.57K +81 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.5M +$11K +136 +0.1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$11.6M +$314K +3,868 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$10.9M +$10.9M +134,745 New
GIA
14
Gladstone Institutional Advisory
Florida
$10.4M -$448K -5,514 -4%
UBS Group
15
UBS Group
Switzerland
$8.96M -$25.3K -312 -0.3%
PAG
16
Private Advisor Group
New Jersey
$8.79M -$1.75M -21,516 -17%
Corient Private Wealth
17
Corient Private Wealth
Florida
$7.6M -$781K -9,622 -9%
BWM
18
Benchmark Wealth Management
Connecticut
$5.41M +$974 +12 +0%
MFG
19
Merit Financial Group
Georgia
$5.37M +$35.7K +440 +0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.49M -$1.53M -18,865 -25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.35M -$147K -1,812 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.9M -$92.2K -1,136 -2%
BAMG
23
Brand Asset Management Group
Missouri
$3.75M -$777K -9,570 -17%
CAG
24
Crestwood Advisors Group
Massachusetts
$3.55M -$7.87K -97 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.47M -$52.8K -650 -1%
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