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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

171 hedge funds and large institutions have $424M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.08M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Brightwater Advisory
Florida
$591K – – –
M&T Bank
77
M&T Bank
New York
$566K +$175K +2,045 +45%
CD
78
Chapin Davis
Maryland
$565K – – –
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$564K +$1.29K +15 +0.2%
GLA
80
Good Life Advisors
Pennsylvania
$561K +$257 +3 +0%
DIA
81
Dana Investment Advisors
Wisconsin
$510K – – –
Stifel Financial
82
Stifel Financial
Missouri
$502K +$15.4K +180 +3%
CIA
83
Choate Investment Advisors
Massachusetts
$492K – – –
CIA
84
Cape Investment Advisory
Georgia
$442K – – –
RPSA
85
Richard P. Slaughter Associates
Texas
$434K – – –
CPIG
86
Chicago Partners Investment Group
Illinois
$424K – – –
FFN
87
Focus Financial Network
Minnesota
$422K +$1.29K +15 +0.3%
HSG
88
Helen Stephens Group
Texas
$421K +$1.2K +14 +0.3%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$416K – – –
HTIM
90
Harbour Trust & Investment Management
Indiana
$403K – – –
EFA
91
Edge Financial Advisors
Illinois
$402K +$402K +4,693 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$400K +$172 +2 +0%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$378K +$326K +3,801 +626%
LC
94
Landaas & Company
Wisconsin
$376K -$4.55K -53 -1%
SOS
95
Silver Oak Securities
Tennessee
$370K -$61.2K -714 -14%
TA
96
TFB Advisors
Kansas
$357K +$772 +9 +0.2%
PWM
97
Perigon Wealth Management
California
$356K +$601 +7 +0.2%
FA
98
Flagstar Advisors
New York
$355K -$14.5K -169 -4%
LFG
99
Larson Financial Group
Missouri
$350K +$1.03K +12 +0.3%
PFA
100
Portland Financial Advisors
New York
$341K – – –
2 3
4
5 6