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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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.36M 39,198 -6,813 -15%
JSA
27
Jim Saulnier & Associates
Colorado
$3.35M 39,098 -2,546 -6%
Raymond James Financial
28
Raymond James Financial
Florida
$3.05M 35,557 -19,112 -35%
Financial Engines Advisors
29
Financial Engines Advisors
California
$2.93M 34,179 +31,055 +994%
MWM
30
Modern Wealth Management
Kansas
$2.64M 30,777 +30,777 New
GRP
31
Global Retirement Partners
California
$2.46M 28,666 +28,666 New
JWCA
32
J.W. Cole Advisors
Florida
$2.43M 28,281 +6 +0%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.09M 24,363 -3,037 -11%
AWS
34
Atria Wealth Solutions
New York
$1.8M 21,006 -6,577 -24%
Cerity Partners
35
Cerity Partners
New York
$1.71M 19,972 +14,822 +288%
SMWM
36
Silvia McColl Wealth Management
California
$1.66M 19,315 – –
BCI
37
Brinker Capital Investments
Pennsylvania
$1.59M 18,531 -1,415 -7%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.56M 18,205 +9,382 +106%
MCC
39
Money Concepts Capital
Florida
$1.45M 16,922 -181 -1%
CFS
40
Commonwealth Financial Services
West Virginia
$1.4M 16,356 +1,709 +12%
GS
41
GTS Securities
New York
$1.4M 16,320 -10,897 -40%
OIA
42
OneDigital Investment Advisors
Kansas
$1.34M 15,638 +25 +0.2%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.34M 15,632 -1,533 -9%
MBI
44
May Barnhard Investments
Maryland
$1.33M 15,465 – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.27M 14,859 -727 -5%
D
46
Dentgroup
Louisiana
$1.22M 14,242 -89 -0.6%
Mariner
47
Mariner
Kansas
$1.21M 14,050 +495 +4%
SC
48
Savant Capital
Illinois
$1.15M 13,463 +251 +2%
PAG
49
Private Advisor Group
New Jersey
$1.11M 12,990 -1,142 -8%
WMA
50
Wealth Management Associates
New Jersey
$1.08M 12,630 -69 -0.5%
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