iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) Shares Acquired by Jim Saulnier & Associates LLC

Jim Saulnier & Associates LLC boosted its stake in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 24.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,174 shares of the company’s stock after buying an additional 7,977 shares during the period. iShares Morningstar U.S. Equity ETF accounts for approximately 2.9% of Jim Saulnier & Associates LLC’s investment portfolio, making the stock its 9th largest holding. Jim Saulnier & Associates LLC owned 0.33% of iShares Morningstar U.S. Equity ETF worth $3,260,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in ILCB. Evanson Asset Management LLC acquired a new stake in shares of iShares Morningstar U.S. Equity ETF in the 4th quarter worth about $203,000. HCR Wealth Advisors bought a new position in iShares Morningstar U.S. Equity ETF in the 3rd quarter worth about $201,000. New Century Financial Group LLC acquired a new stake in shares of iShares Morningstar U.S. Equity ETF in the second quarter valued at approximately $202,000. Kingswood Wealth Advisors LLC bought a new stake in shares of iShares Morningstar U.S. Equity ETF during the fourth quarter valued at approximately $281,000. Finally, MidAtlantic Capital Management Inc. acquired a new position in shares of iShares Morningstar U.S. Equity ETF during the third quarter worth approximately $352,000.

iShares Morningstar U.S. Equity ETF Price Performance

ILCB opened at $84.36 on Monday. The stock’s 50 day moving average price is $82.77 and its 200 day moving average price is $79.58. The stock has a market cap of $1.04 billion, a P/E ratio of 26.03 and a beta of 1.01. iShares Morningstar U.S. Equity ETF has a 12 month low of $66.77 and a 12 month high of $84.73.

About iShares Morningstar U.S. Equity ETF

The iShares Morningstar U.S. Equity ETF (ILCB) is an exchange-traded fund that is based on the Morningstar US Large-Mid Cap index. The fund tracks a market cap-weighted index consists of both growth and value stocks, selected from the top 90% of the US market-cap spectrum. ILCB was launched on Jun 28, 2004 and is managed by BlackRock.