iShares Morningstar US Equity ETF
ILCB
139 hedge funds and large institutions have $250M invested in iShares Morningstar US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $225M → $250M (+$25.1M)
10% more funds holding
Funds holding: 126 → 139 (+13)
0.3% more ownership
Funds ownership: 31.47% → 31.77% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$3.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$803K |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$478K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$461K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.93M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.43M |
| 3 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$1.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$939K |
| 5 |
EH
Equitable Holdings
New York
|
-$790K |
ILCB Hedge Fund Activity: Q2 2023 in Review
139 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2023, worth a combined $250M — up 11% from $225M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ILCB positions and 5 closed out — a net gain of 13 holders — while 40 added to existing stakes and 41 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $3.02M. The largest seller was Osaic Holdings, cutting an estimated $3.93M.
- 139 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2023, up from 126 in Q1 2023.
- Funds reported $250M of iShares Morningstar US Equity ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 18 funds opened new iShares Morningstar US Equity ETF positions in Q2 2023 and 5 closed out, a net change of +13 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q2 2023 was AssetMark Inc, an estimated $3.02M added.
- The largest iShares Morningstar US Equity ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.93M sold.
Based on aggregated 13F filings for Q2 2023.