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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 %
CD
76
Chapin Davis
Maryland
$565K 6,587 – –
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$564K 6,575 +15 +0.2%
GLA
78
Good Life Advisors
Pennsylvania
$561K 6,541 +3 +0%
DIA
79
Dana Investment Advisors
Wisconsin
$510K 5,948 – –
Stifel Financial
80
Stifel Financial
Missouri
$502K 5,848 +180 +3%
CIA
81
Choate Investment Advisors
Massachusetts
$492K 5,739 – –
CIA
82
Cape Investment Advisory
Georgia
$442K 5,155 – –
RPSA
83
Richard P. Slaughter Associates
Texas
$434K 5,056 – –
CPIG
84
Chicago Partners Investment Group
Illinois
$424K 4,823 – –
FFN
85
Focus Financial Network
Minnesota
$422K 4,918 +15 +0.3%
HSG
86
Helen Stephens Group
Texas
$421K 4,910 +14 +0.3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$416K 4,845 – –
HTIM
88
Harbour Trust & Investment Management
Indiana
$403K 4,700 – –
EFA
89
Edge Financial Advisors
Illinois
$402K 4,693 +4,693 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$400K 4,666 +2 +0%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$378K 4,408 +3,801 +626%
LC
92
Landaas & Company
Wisconsin
$376K 4,379 -53 -1%
SOS
93
Silver Oak Securities
Tennessee
$370K 4,310 -714 -14%
TA
94
TFB Advisors
Kansas
$357K 4,158 +9 +0.2%
PWM
95
Perigon Wealth Management
California
$356K 4,153 +7 +0.2%
FA
96
Flagstar Advisors
New York
$355K 4,143 -169 -4%
LFG
97
Larson Financial Group
Missouri
$350K 4,076 +12 +0.3%
PFA
98
Portland Financial Advisors
New York
$341K 3,974 – –
AAS
99
Asset Allocation Strategies
Michigan
$336K 3,920 +11 +0.3%
SPIA
100
Steward Partners Investment Advisory
New York
$324K 3,782 +357 +10%
2 3
4
5 6