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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-11
Holders Change %
-6.15%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
51
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.63M
2
ECA
Elevation Capital Advisory
Oregon
+$6.8M
3
Ameriprise
Ameriprise
Minnesota
+$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M

Top Sellers

1
LPL Financial
LPL Financial
California
-$82.9M
2
AI
AdvisorShares Investments
Maryland
-$41.1M
3
Wells Fargo
Wells Fargo
California
-$30.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.33M
5
PAG
Private Advisor Group
New Jersey
-$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Perigon Wealth Management
California
$320K -$155 -2 -0%
LFG
102
Larson Financial Group
Missouri
$314K +$1K +13 +0.3%
PFA
103
Portland Financial Advisors
New York
$307K -$31.9K -413 -9%
AAS
104
Asset Allocation Strategies
Michigan
$302K +$927 +12 +0.3%
MCM
105
MidAtlantic Capital Management
Virginia
$302K – – –
OAS
106
Optivise Advisory Services
Tennessee
$288K -$18.9K -244 -6%
APW
107
Aurora Private Wealth
New Jersey
$287K +$773 +10 +0.3%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$273K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$265K -$45.8K -593 -15%
LFS
110
Lutz Financial Services
Nebraska
$259K – – –
CWM
111
Cornerstone Wealth Management
Missouri
$253K +$77 +1 +0%
OCG
112
Opus Capital Group
Ohio
$251K – – –
DAS
113
Diversify Advisory Services
Utah
$250K -$93K -1,212 -27%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$250K +$15.4K +199 +7%
FWM
115
FMB Wealth Management
California
$246K – – –
PA
116
PFG Advisors
Arizona
$241K -$362K -4,686 -60%
Financial Engines Advisors
117
Financial Engines Advisors
California
$241K +$241K +3,124 New
MA
118
Mutual Advisors
Nebraska
$224K – – –
KWA
119
Kingswood Wealth Advisors
California
$220K -$47.4K -613 -18%
SIM
120
Synergy Investment Management
Florida
$220K – – –
IFA
121
Index Fund Advisors
California
$216K – – –
IWC
122
Integrated Wealth Concepts
Massachusetts
$214K +$214K +2,769 New
BSCCG
123
Blue Sky Capital Consultants Group
California
$211K – – –
NCFG
124
New Century Financial Group
New Jersey
$208K – – –
GVAG
125
Great Valley Advisor Group
Delaware
$201K +$201K +2,603 New
3 4
5
6 7