iShares Morningstar US Equity ETF
ILCB
137 hedge funds and large institutions have $277M invested in iShares Morningstar US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0.94% more ownership
Funds ownership: 30.25% → 31.19% (+0.94%)
3% less capital invested
Capital invested by funds: $285M → $277M (-$8.48M)
1% less funds holding
Funds holding: 139 → 137 (-2)
30% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$7.07M |
| 2 |
S
Surevest
Los Angeles,
California
|
+$6.44M |
| 3 |
Morgan Stanley
New York
|
+$3.15M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.58M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.92M |
| 2 |
EH
Equitable Holdings
New York
|
-$1.75M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.65M |
| 4 |
JP Morgan Chase
New York
|
-$1.58M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.43M |
ILCB Hedge Fund Activity: Q1 2022 in Review
137 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2022, worth a combined $277M — down 3% from $285M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ILCB positions and 10 closed out — a net gain of 1 holder — while 32 added to existing stakes and 46 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $7.07M. The largest seller was Ameriprise, cutting an estimated $2.92M.
- 137 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2022, down from 139 in Q4 2021.
- Funds reported $277M of iShares Morningstar US Equity ETF stock for Q1 2022, down 3% quarter-over-quarter.
- 11 funds opened new iShares Morningstar US Equity ETF positions in Q1 2022 and 10 closed out, a net change of +1 holder.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2022 was Gladstone Institutional Advisory, an estimated $7.07M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2022 was Ameriprise, an estimated $2.92M sold.
Based on aggregated 13F filings for Q1 2022.