ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

168 hedge funds and large institutions have $419M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
–
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$23.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$29.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$7M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$2.93M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.05M
4
AssetMark Inc
4
AssetMark Inc
California
$146K
5
WCF
5
West Coast Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.1M 526,156 +8,207 +2%
Ameriprise
2
Ameriprise
Minnesota
$42.4M 494,207 +16,996 +4%
EH
3
Equitable Holdings
New York
$32.9M 384,122 +108 +0%
Osaic Holdings
4
Osaic Holdings
Arizona
$29.3M 361,222 +106,984 +42%
ETC
5
Exchange Traded Concepts
Oklahoma
$23.4M 272,912 +272,912 New
LPL Financial
6
LPL Financial
California
$15.8M 183,668 -4,945 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$14.4M 166,562 -12,899 -7%
AAS
8
Avantax Advisory Services
Texas
$13M 150,982 -4,511 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.9M 139,146 -1,197 -0.9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.1M 129,462 -7,631 -6%
Bank of America
11
Bank of America
North Carolina
$9.4M 109,584 +1,498 +1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$9.08M 105,849 +105,849 New
UBS Group
13
UBS Group
Switzerland
$8.99M 104,844 -7,641 -7%
Wells Fargo
14
Wells Fargo
California
$7.8M 90,917 -3,815 -4%
Corient Private Wealth
15
Corient Private Wealth
Florida
$7.71M 89,866 -102,468 -53%
GIA
16
Gladstone Institutional Advisory
Florida
$7.48M 87,228 -365 -0.4%
ECA
17
Elevation Capital Advisory
Oregon
$7.05M 82,157 -5,893 -7%
Goldman Sachs
18
Goldman Sachs
New York
$7M 81,612 +35,497 +77%
MFG
19
Merit Financial Group
Georgia
$6.1M 71,150 +4,844 +7%
BWM
20
Benchmark Wealth Management
Connecticut
$5.54M 64,536 +44 +0.1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.88M 45,275 +1,331 +3%
BAMG
22
Brand Asset Management Group
Missouri
$3.74M 43,555 -2,016 -4%
CAG
23
Crestwood Advisors Group
Massachusetts
$3.68M 42,927 -147 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.63M 42,348 -5,325 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.48M 40,590 -4,897 -11%
1
2 3 4 5