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iShares Morningstar US Equity ETF
ILCB

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

1% more funds holding

Funds holding: 180 → 181 (+1)

0.53% more ownership

Funds ownership: 42.18% → 42.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.75M)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
54
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.86M
4
ETC
Exchange Traded Concepts
Oklahoma
+$2.69M
5
ECA
Elevation Capital Advisory
Oregon
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.47M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.71M
3
Morgan Stanley
Morgan Stanley
New York
-$5.37M
4
JWCA
J.W. Cole Advisors
Florida
-$2.66M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
101
Quantinno Capital Management
New York
$350K +$366K +3,892 New
SAW
102
Signal Advisors Wealth
Michigan
$335K -$2.54K -27 -0.7%
FA
103
Flagstar Advisors
New York
$333K -$43.1K -459 -11%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$329K +$10.9K +116 +3%
UCFA
105
United Capital Financial Advisors
Texas
$325K +$6.01K +64 +2%
AC
106
AlphaCore Capital
California
$317K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$315K -$24.9K -265 -7%
PFA
108
Pure Financial Advisors
California
$308K -$26.4K -281 -8%
LFS
109
Lutz Financial Services
Nebraska
$297K – – –
CWM
110
Cornerstone Wealth Management
Missouri
$294K +$282 +3 +0.1%
BPA
111
Beacon Pointe Advisors
California
$291K +$3.29K +35 +1%
FWM
112
FMB Wealth Management
California
$286K – – –
FF
113
Foundry Financial
California
$286K – – –
DWM
114
Diversify Wealth Management
Utah
$283K +$271K +2,880 New
OAS
115
Optivise Advisory Services
Tennessee
$267K -$94 -1 -0%
WIA
116
World Investment Advisors
California
$258K – – –
APW
117
Aurora Private Wealth
New Jersey
$255K -$260K -2,767 -51%
IFA
118
Index Fund Advisors
California
$252K – – –
OCG
119
Opus Capital Group
Ohio
$245K -$49.2K -524 -16%
IWC
120
Integrated Wealth Concepts
Massachusetts
$242K -$37.1K -395 -13%
GVAG
121
Great Valley Advisor Group
Delaware
$237K +$564 +6 +0.2%
DC
122
Davenport & Co
Virginia
$236K – – –
SC
123
Scotia Capital
Ontario, Canada
$234K – – –
KFS
124
Keynote Financial Services
Connecticut
$228K +$239K +2,540 New
HWA
125
HCR Wealth Advisors
California
$228K – – –
3 4
5
6 7

ILCB Hedge Fund Activity: Q1 2026 in Review

181 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2026, worth a combined $477M — down 2% from $487M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCB positions and 11 closed out — a net gain of 8 holders — while 54 added to existing stakes and 55 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $15.5M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2026, up from 180 in Q4 2025.
  • Funds reported $477M of iShares Morningstar US Equity ETF stock for Q1 2026, down 2% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar US Equity ETF positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q1 2026 was Win Advisors, an estimated $15.5M added.
  • The largest iShares Morningstar US Equity ETF seller in Q1 2026 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.