iShares Morningstar US Equity ETF
ILCB
153 hedge funds and large institutions have $299M invested in iShares Morningstar US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
3% more funds holding
Funds holding: 149 → 153 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.62% less ownership
Funds ownership: 38.03% → 33.41% (-4.6%)
6% less capital invested
Capital invested by funds: $318M → $299M (-$18.8M)
30% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.09M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$905K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$710K |
| 5 |
BA
Brightwater Advisory
Tampa,
Florida
|
+$536K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26.5M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$9.95M |
| 3 |
AssetMark Inc
Concord,
California
|
-$3.17M |
| 4 |
EH
Equitable Holdings
New York
|
-$3.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.48M |
ILCB Hedge Fund Activity: Q1 2024 in Review
153 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2024, worth a combined $299M — down 5.9% from $318M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ILCB positions and 6 closed out — a net gain of 7 holders — while 40 added to existing stakes and 57 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.13M. The largest seller was Morgan Stanley, cutting an estimated $26.5M.
- 153 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2024, up from 149 in Q4 2023.
- Funds reported $299M of iShares Morningstar US Equity ETF stock for Q1 2024, down 5.9% quarter-over-quarter.
- 13 funds opened new iShares Morningstar US Equity ETF positions in Q1 2024 and 6 closed out, a net change of +7 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.13M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2024.