iShares Morningstar US Equity ETF
ILCB
149 hedge funds and large institutions have $318M invested in iShares Morningstar US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
30% more capital invested
Capital invested by funds: $245M → $318M (+$73.1M)
8% more funds holding
Funds holding: 138 → 149 (+11)
5.21% more ownership
Funds ownership: 32.82% → 38.03% (+5.2%)
2% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 45
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.8M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$9.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.35M |
| 4 |
AssetMark Inc
Concord,
California
|
+$2.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.68M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.91M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$579K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$562K |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$536K |
ILCB Hedge Fund Activity: Q4 2023 in Review
149 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2023, worth a combined $318M — up 30% from $245M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ILCB positions and 9 closed out — a net gain of 14 holders — while 46 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.8M. The largest seller was Equitable Holdings, cutting an estimated $3.68M.
- 149 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2023, up from 138 in Q3 2023.
- Funds reported $318M of iShares Morningstar US Equity ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 23 funds opened new iShares Morningstar US Equity ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25.8M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2023 was Equitable Holdings, an estimated $3.68M sold.
Based on aggregated 13F filings for Q4 2023.