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iShares Morningstar US Equity ETF
ILCB

171 hedge funds and large institutions have $435M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more capital invested

Capital invested by funds: $311M → $435M (+$124M)

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

6.21% more ownership

Funds ownership: 33.63% → 39.85% (+6.2%)

6% more funds holding

Funds holding: 162 → 171 (+9)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
49
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$19.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$9.96M
4
PAG
Private Advisor Group
New Jersey
+$8.89M
5
LPL Financial
LPL Financial
California
+$7.39M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
EH
Equitable Holdings
New York
-$1.01M
5
Ameriprise
Ameriprise
Minnesota
-$886K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$358K +$305 +4 +0.1%
MCM
102
MidAtlantic Capital Management
Virginia
$352K – – –
OAS
103
Optivise Advisory Services
Tennessee
$346K +$1.68K +22 +0.5%
FA
104
Flagstar Advisors
New York
$340K -$14.2K -186 -4%
TA
105
TFB Advisors
Kansas
$331K – – –
PWM
106
Perigon Wealth Management
California
$328K -$153 -2 -0%
LFG
107
Larson Financial Group
Missouri
$320K +$1.07K +14 +0.3%
RJT
108
Raymond James Trust
Florida
$312K – – –
AAS
109
Asset Allocation Strategies
Michigan
$308K +$535 +7 +0.2%
Northern Trust
110
Northern Trust
Illinois
$302K -$17.6K -231 -6%
APW
111
Aurora Private Wealth
New Jersey
$294K +$840 +11 +0.3%
SPIA
112
Steward Partners Investment Advisory
New York
$292K +$111K +1,453 +65%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$280K +$269K +3,528 New
LFS
114
Lutz Financial Services
Nebraska
$266K – – –
NA
115
NewEdge Advisors
Louisiana
$265K +$255K +3,345 New
CWM
116
Cornerstone Wealth Management
Missouri
$265K – – –
OCG
117
Opus Capital Group
Ohio
$258K – – –
FWM
118
FMB Wealth Management
California
$253K – – –
GWM
119
Geneos Wealth Management
Colorado
$248K +$611 +8 +0.3%
MA
120
Mutual Advisors
Nebraska
$235K – – –
IFA
121
Index Fund Advisors
California
$222K – – –
NCFG
122
New Century Financial Group
New Jersey
$213K +$76 +1 +0%
W
123
Wealthquest
Ohio
$213K -$35.2K -461 -15%
SI
124
Seeds Investor
New York
$204K +$196K +2,569 New
HWA
125
HCR Wealth Advisors
California
$201K +$194K +2,536 New
3 4
5
6 7

ILCB Hedge Fund Activity: Q3 2024 in Review

171 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2024, worth a combined $435M — up 40% from $311M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ILCB positions and 6 closed out — a net gain of 10 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $28.4M. The largest seller was Citadel Advisors, cutting an estimated $2.02M.

  • 171 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2024, up from 162 in Q2 2024.
  • Funds reported $435M of iShares Morningstar US Equity ETF stock for Q3 2024, up 40% quarter-over-quarter.
  • 16 funds opened new iShares Morningstar US Equity ETF positions in Q3 2024 and 6 closed out, a net change of +10 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q3 2024 was AdvisorShares Investments, an estimated $28.4M added.
  • The largest iShares Morningstar US Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2024.