iShares Morningstar US Equity ETF
ILCB
129 hedge funds and large institutions have $272M invested in iShares Morningstar US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
5% more funds holding
Funds holding: 123 → 129 (+6)
0.11% more ownership
Funds ownership: 30.66% → 30.77% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $277M → $272M (-$4.99M)
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$829K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$828K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$769K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.32M |
| 2 |
Morgan Stanley
New York
|
-$2.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
ILCB Hedge Fund Activity: Q3 2021 in Review
129 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2021, worth a combined $272M — down 1.8% from $277M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ILCB positions and 5 closed out — a net gain of 9 holders — while 35 added to existing stakes and 42 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.43M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.32M sold.
- 129 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2021, up from 123 in Q2 2021.
- Funds reported $272M of iShares Morningstar US Equity ETF stock for Q3 2021, down 1.8% quarter-over-quarter.
- 14 funds opened new iShares Morningstar US Equity ETF positions in Q3 2021 and 5 closed out, a net change of +9 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q3 2021 was Ameriprise, an estimated $1.43M added.
- The largest iShares Morningstar US Equity ETF seller in Q3 2021 was J.W. Cole Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2021.