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iShares Morningstar US Equity ETF
ILCB

172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $362M → $422M (+$60.6M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2.1% more ownership

Funds ownership: 38.07% → 40.17% (+2.1%)

1% more funds holding

Funds holding: 171 → 172 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% 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
49
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$21.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.38M
3
Goldman Sachs
Goldman Sachs
New York
+$2.81M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$2.46M
5
MWM
Modern Wealth Management
Kansas
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.51M
4
AssetMark Inc
AssetMark Inc
California
-$1.3M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMAI
76
Capital Management Associates Inc
Minnesota
$619K -$569K -7,187 -50%
SB
77
Strategic Blueprint
Georgia
$604K -$45.9K -580 -8%
IWM
78
IHT Wealth Management
Illinois
$604K +$1.27K +16 +0.2%
BA
79
Brightwater Advisory
Florida
$591K – – –
M&T Bank
80
M&T Bank
New York
$566K +$162K +2,045 +45%
CD
81
Chapin Davis
Maryland
$565K – – –
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$564K +$1.19K +15 +0.2%
GLA
83
Good Life Advisors
Pennsylvania
$561K +$237 +3 +0%
DIA
84
Dana Investment Advisors
Wisconsin
$510K – – –
Stifel Financial
85
Stifel Financial
Missouri
$502K +$14.2K +180 +3%
CIA
86
Choate Investment Advisors
Massachusetts
$492K – – –
CIA
87
Cape Investment Advisory
Georgia
$442K – – –
RPSA
88
Richard P. Slaughter Associates
Texas
$434K – – –
CPIG
89
Chicago Partners Investment Group
Illinois
$424K – – –
FFN
90
Focus Financial Network
Minnesota
$422K +$1.19K +15 +0.3%
HSG
91
Helen Stephens Group
Texas
$421K +$1.11K +14 +0.3%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$416K – – –
HTIM
93
Harbour Trust & Investment Management
Indiana
$403K – – –
EFA
94
Edge Financial Advisors
Illinois
$402K +$372K +4,693 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$400K +$158 +2 +0%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$378K +$301K +3,801 +626%
LC
97
Landaas & Company
Wisconsin
$376K -$4.2K -53 -1%
SOS
98
Silver Oak Securities
Tennessee
$370K -$56.5K -714 -14%
TA
99
TFB Advisors
Kansas
$357K +$712 +9 +0.2%
PWM
100
Perigon Wealth Management
California
$356K +$554 +7 +0.2%
2 3
4
5 6

ILCB Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2025, worth a combined $422M — up 17% from $362M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ILCB positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 57 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $21.6M. The largest seller was Corient Private Wealth, cutting an estimated $8.11M.

  • 172 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $422M of iShares Morningstar US Equity ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Morningstar US Equity ETF positions in Q2 2025 and 13 closed out, a net change of +2 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $21.6M added.
  • The largest iShares Morningstar US Equity ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2025.