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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 %
LCM
51
Liberty Capital Management
Michigan
$1.05M 12,260 – –
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
$1.04M 12,154 -36 -0.3%
Citigroup
53
Citigroup
New York
$1.03M 11,984 +1,308 +12%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.01M 11,800 +11,800 New
KFSN
55
Keystone Financial Services (Nebraska)
Nebraska
$965K 11,247 +2 +0%
GWS
56
Greykasell Wealth Strategies
California
$931K 10,858 -12,497 -54%
AWM
57
Apollon Wealth Management
South Carolina
$877K 10,220 – –
SWM
58
SeaCrest Wealth Management
New York
$866K 10,090 -1,047 -9%
SNWA
59
Siligmueller & Norvid Wealth Advisors
Illinois
$852K 9,844 – –
RT
60
Rockland Trust
Massachusetts
$849K 9,895 – –
Creative Planning
61
Creative Planning
Kansas
$820K 9,562 -5,313 -36%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$802K 9,346 +459 +5%
KAS
63
Kestra Advisory Services
Texas
$721K 8,408 +239 +3%
Comerica Bank
64
Comerica Bank
Texas
$719K 8,377 -125 -1%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$714K 8,323 -110 -1%
PSF
66
Pacific Sun Financial
California
$679K 7,920 – –
AMG
67
Asset Management Group
Connecticut
$671K 7,818 +20 +0.3%
NW
68
NewEdge Wealth
Pennsylvania
$638K 7,265 -52 -0.7%
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$630K 7,339 -259 -3%
RTL
70
Red Tortoise LLC
Georgia
$627K 7,315 – –
CMAI
71
Capital Management Associates Inc
Minnesota
$619K 7,219 -7,187 -50%
SB
72
Strategic Blueprint
Georgia
$604K 7,040 -580 -8%
IWM
73
IHT Wealth Management
Illinois
$604K 7,040 +16 +0.2%
BA
74
Brightwater Advisory
Florida
$591K 6,888 – –
M&T Bank
75
M&T Bank
New York
$566K 6,595 +2,045 +45%
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