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iShares Morningstar US Equity ETF
ILCB

181 hedge funds and large institutions have $561M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $435M → $561M (+$126M)

6.35% more ownership

Funds ownership: 39.85% → 46.19% (+6.3%)

6% more funds holding

Funds holding: 171 → 181 (+10)

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
55
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$80.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.4M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$3.53M
2
PAG
Private Advisor Group
New Jersey
-$1.76M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.54M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
101
M&T Bank
New York
$369K – – –
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$367K +$245 +3 +0.1%
DAS
103
Diversify Advisory Services
Utah
$360K -$4.08K -50 -1%
PFA
104
Portland Financial Advisors
New York
$356K +$358K +4,387 New
FA
105
Flagstar Advisors
New York
$349K +$979 +12 +0.3%
OMC
106
Old Mission Capital
Illinois
$341K -$570K -6,985 -62%
PWM
107
Perigon Wealth Management
California
$340K +$571 +7 +0.2%
TA
108
TFB Advisors
Kansas
$340K +$245 +3 +0.1%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$330K -$621K -7,614 -65%
LFG
110
Larson Financial Group
Missouri
$329K +$1.06K +13 +0.3%
AAS
111
Asset Allocation Strategies
Michigan
$326K +$1.06K +13 +0.3%
SPIA
112
Steward Partners Investment Advisory
New York
$326K +$27.2K +333 +9%
OAS
113
Optivise Advisory Services
Tennessee
$323K -$31.5K -386 -9%
MCM
114
MidAtlantic Capital Management
Virginia
$317K -$43.4K -532 -12%
Jane Street
115
Jane Street
New York
$306K -$115K -1,408 -27%
APW
116
Aurora Private Wealth
New Jersey
$301K – – –
KAS
117
Kestra Advisory Services
Texas
$287K -$96.4K -1,181 -25%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$286K – – –
KWA
119
Kingswood Wealth Advisors
California
$281K +$283K +3,463 New
LFS
120
Lutz Financial Services
Nebraska
$272K – – –
NA
121
NewEdge Advisors
Louisiana
$271K – – –
CWM
122
Cornerstone Wealth Management
Missouri
$265K -$5.88K -72 -2%
OCG
123
Opus Capital Group
Ohio
$264K – – –
GWM
124
Geneos Wealth Management
Colorado
$260K +$6.2K +76 +2%
FWM
125
FMB Wealth Management
California
$259K – – –
3 4
5
6 7

ILCB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2024, worth a combined $561M — up 29% from $435M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ILCB positions and 4 closed out — a net gain of 14 holders — while 55 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $80.2M. The largest seller was Equitable Holdings, cutting an estimated $3.53M.

  • 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2024, up from 171 in Q3 2024.
  • Funds reported $561M of iShares Morningstar US Equity ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 18 funds opened new iShares Morningstar US Equity ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $80.2M added.
  • The largest iShares Morningstar US Equity ETF seller in Q4 2024 was Equitable Holdings, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2024.