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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-11
Holders Change %
-6.15%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
51
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.63M
2
ECA
Elevation Capital Advisory
Oregon
+$6.8M
3
Ameriprise
Ameriprise
Minnesota
+$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M

Top Sellers

1
LPL Financial
LPL Financial
California
-$82.9M
2
AI
AdvisorShares Investments
Maryland
-$41.1M
3
Wells Fargo
Wells Fargo
California
-$30.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.33M
5
PAG
Private Advisor Group
New Jersey
-$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$543K -$13.3K -172 -2%
BA
77
Brightwater Advisory
Florida
$532K +$532K +6,888 New
Jane Street
78
Jane Street
New York
$514K +$224K +2,893 +77%
CD
79
Chapin Davis
Maryland
$509K -$100K -1,299 -16%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$507K -$181K -2,347 -26%
GLA
81
Good Life Advisors
Pennsylvania
$505K +$309 +4 +0.1%
DIA
82
Dana Investment Advisors
Wisconsin
$460K – – –
CIA
83
Choate Investment Advisors
Massachusetts
$443K – – –
Stifel Financial
84
Stifel Financial
Missouri
$438K -$320K -4,139 -42%
CIA
85
Cape Investment Advisory
Georgia
$398K – – –
Cerity Partners
86
Cerity Partners
New York
$398K +$10.1K +131 +3%
RPSA
87
Richard P. Slaughter Associates
Texas
$391K – – –
SOS
88
Silver Oak Securities
Tennessee
$386K -$124K -1,618 -24%
FFN
89
Focus Financial Network
Minnesota
$379K -$42.7K -552 -10%
HSG
90
Helen Stephens Group
Texas
$378K +$1.16K +15 +0.3%
CPIG
91
Chicago Partners Investment Group
Illinois
$375K – – –
Baird Financial Group
92
Baird Financial Group
Wisconsin
$374K -$233K -3,017 -38%
HTIM
93
Harbour Trust & Investment Management
Indiana
$363K -$38.6K -500 -10%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$360K +$11.1K +144 +3%
SC
95
Scotia Capital
Ontario, Canada
$360K – – –
M&T Bank
96
M&T Bank
New York
$352K – – –
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$345K +$345K +4,465 New
LC
98
Landaas & Company
Wisconsin
$342K -$37.3K -484 -10%
FA
99
Flagstar Advisors
New York
$333K +$927 +12 +0.3%
TA
100
TFB Advisors
Kansas
$321K -$2.86K -37 -0.9%
2 3
4
5 6