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iShares Morningstar US Equity ETF
ILCB

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

1% more funds holding

Funds holding: 180 → 181 (+1)

0.53% more ownership

Funds ownership: 42.18% → 42.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.75M)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
54
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.86M
4
ETC
Exchange Traded Concepts
Oklahoma
+$2.69M
5
ECA
Elevation Capital Advisory
Oregon
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.47M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.71M
3
Morgan Stanley
Morgan Stanley
New York
-$5.37M
4
JWCA
J.W. Cole Advisors
Florida
-$2.66M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.51M +$273K +2,906 +8%
Raymond James Financial
27
Raymond James Financial
Florida
$3.47M -$6.71M -71,451 -65%
IFG
28
Independent Financial Group
California
$3.17M +$184K +1,962 +6%
JSA
29
Jim Saulnier & Associates
Colorado
$3.15M -$63.6K -677 -2%
Goldman Sachs
30
Goldman Sachs
New York
$2.64M -$1.57M -16,710 -36%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$278K +2,959 +11%
MWM
32
Modern Wealth Management
Kansas
$2.59M -$18K -192 -0.7%
Financial Engines Advisors
33
Financial Engines Advisors
California
$2.53M -$14K -149 -0.5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.22M +$112K +1,192 +5%
ECA
35
Elevation Capital Advisory
Oregon
$2.21M +$2.31M +24,556 New
Cerity Partners
36
Cerity Partners
New York
$2.12M +$475K +5,056 +27%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.96M -$159K -1,691 -7%
AT
38
American Trust
Kentucky
$1.6M +$131K +1,396 +9%
SMWM
39
Silvia McColl Wealth Management
California
$1.57M – – –
AWA
40
Arkadios Wealth Advisors
Georgia
$1.51M +$1.58M +16,819 New
Mariner
41
Mariner
Kansas
$1.46M +$74K +788 +5%
PAG
42
Private Advisor Group
New Jersey
$1.44M -$14.8K -158 -1%
MBI
43
May Barnhard Investments
Maryland
$1.39M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$1.37M – – –
MCC
45
Money Concepts Capital
Florida
$1.37M -$40.8K -434 -3%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$1.18M +$196K +2,088 +19%
BNMT
47
Bawa N Mallick Trust
New York
$1.11M – – –
WMA
48
Wealth Management Associates
New Jersey
$1.1M -$30.2K -321 -3%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.07M +$846 +9 +0.1%
KFSN
50
Keystone Financial Services (Nebraska)
Nebraska
$995K -$2.73K -29 -0.3%
1
2
3 4 5

ILCB Hedge Fund Activity: Q1 2026 in Review

181 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2026, worth a combined $477M — down 2% from $487M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCB positions and 11 closed out — a net gain of 8 holders — while 54 added to existing stakes and 55 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $15.5M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2026, up from 180 in Q4 2025.
  • Funds reported $477M of iShares Morningstar US Equity ETF stock for Q1 2026, down 2% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar US Equity ETF positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q1 2026 was Win Advisors, an estimated $15.5M added.
  • The largest iShares Morningstar US Equity ETF seller in Q1 2026 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.