iShares Morningstar US Equity ETF
ILCB
126 hedge funds and large institutions have $225M invested in iShares Morningstar US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 10 closing their positions.
3% more capital invested
Capital invested by funds: $219M → $225M (+$6.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.28% less ownership
Funds ownership: 31.75% → 31.47% (-0.28%)
5% less funds holding
Funds holding: 132 → 126 (-6)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
26% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$1.93M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$913K |
| 3 |
Jane Street
New York
|
+$849K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$833K |
| 5 |
DI
DFPG Investments
Sandy,
Utah
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.72M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$858K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$707K |
| 5 |
Morgan Stanley
New York
|
-$635K |
ILCB Hedge Fund Activity: Q1 2023 in Review
126 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2023, worth a combined $225M — up 2.8% from $219M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ILCB and 8 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 35 added.
The largest buyer was Vantage Financial Partners (Wisconsin), opening a new position worth an estimated $1.93M. The largest seller was Ameriprise, cutting an estimated $2.72M.
- 126 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2023, down from 132 in Q4 2022.
- Funds reported $225M of iShares Morningstar US Equity ETF stock for Q1 2023, up 2.8% quarter-over-quarter.
- 8 funds opened new iShares Morningstar US Equity ETF positions in Q1 2023 and 10 closed out, a net change of -2 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2023 was Vantage Financial Partners (Wisconsin), an estimated $1.93M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2023 was Ameriprise, an estimated $2.72M sold.
Based on aggregated 13F filings for Q1 2023.