iShares Morningstar US Equity ETF
ILCB
110 hedge funds and large institutions have $194M invested in iShares Morningstar US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.2% less ownership
Funds ownership: 119.67% → 116.47% (-3.2%)
8% less funds holding
Funds holding: 120 → 110 (-10)
27% less capital invested
Capital invested by funds: $264M → $194M (-$70.3M)
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
48% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.21M |
| 3 |
Goldman Sachs
New York
|
+$1.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.75M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.84M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.22M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.9M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.34M |
ILCB Hedge Fund Activity: Q1 2020 in Review
110 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2020, worth a combined $194M — down 27% from $264M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ILCB and 10 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $6.41M. The largest seller was UBS Group, cutting an estimated $7.84M.
- 110 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2020, down from 120 in Q4 2019.
- Funds reported $194M of iShares Morningstar US Equity ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 10 funds opened new iShares Morningstar US Equity ETF positions in Q1 2020 and 18 closed out, a net change of -8 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2020 was Morgan Stanley, an estimated $6.41M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2020 was UBS Group, an estimated $7.84M sold.
Based on aggregated 13F filings for Q1 2020.