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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

171 hedge funds and large institutions have $424M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.08M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.11M -$98K -1,142 -8%
WMA
52
Wealth Management Associates
New Jersey
$1.08M -$5.92K -69 -0.5%
LCM
53
Liberty Capital Management
Michigan
$1.05M – – –
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$1.04M -$3.09K -36 -0.3%
Citigroup
55
Citigroup
New York
$1.03M +$112K +1,308 +12%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.01M +$1.01M +11,800 New
KFSN
57
Keystone Financial Services (Nebraska)
Nebraska
$965K +$172 +2 +0%
GWS
58
Greykasell Wealth Strategies
California
$931K -$1.07M -12,497 -54%
AWM
59
Apollon Wealth Management
South Carolina
$877K – – –
SWM
60
SeaCrest Wealth Management
New York
$866K -$89.8K -1,047 -9%
SNWA
61
Siligmueller & Norvid Wealth Advisors
Illinois
$852K – – –
RT
62
Rockland Trust
Massachusetts
$849K – – –
Creative Planning
63
Creative Planning
Kansas
$820K -$456K -5,313 -36%
TSWM
64
Tyler-Stone Wealth Management
Ohio
$802K +$39.4K +459 +5%
KAS
65
Kestra Advisory Services
Texas
$721K +$20.5K +239 +3%
Comerica Bank
66
Comerica Bank
Texas
$719K -$10.7K -125 -1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$714K -$9.44K -110 -1%
PSF
68
Pacific Sun Financial
California
$679K – – –
AMG
69
Asset Management Group
Connecticut
$671K +$1.72K +20 +0.3%
NW
70
NewEdge Wealth
Pennsylvania
$638K -$4.56K -52 -0.7%
VFPW
71
Vantage Financial Partners (Wisconsin)
Wisconsin
$630K -$22.2K -259 -3%
RTL
72
Red Tortoise LLC
Georgia
$627K – – –
CMAI
73
Capital Management Associates Inc
Minnesota
$619K -$617K -7,187 -50%
SB
74
Strategic Blueprint
Georgia
$604K -$49.8K -580 -8%
IWM
75
IHT Wealth Management
Illinois
$604K +$1.37K +16 +0.2%
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