iShares Morningstar US Equity ETF
ILCB
171 hedge funds and large institutions have $362M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
6% less funds holding
Funds holding: 181 → 171 (-10)
8.13% less ownership
Funds ownership: 46.19% → 38.07% (-8.1%)
35% less capital invested
Capital invested by funds: $561M → $362M (-$199M)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$8.04M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$7.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.8M |
| 4 |
Goldman Sachs
New York
|
+$3.76M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$87.4M |
| 2 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$41.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$32.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.78M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.67M |
ILCB Hedge Fund Activity: Q1 2025 in Review
171 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2025, worth a combined $362M — down 35% from $561M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ILCB and 11 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 53 added.
The largest buyer was Corient Private Wealth, adding an estimated $8.04M. The largest seller was LPL Financial, cutting an estimated $87.4M.
- 171 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2025, down from 181 in Q4 2024.
- Funds reported $362M of iShares Morningstar US Equity ETF stock for Q1 2025, down 35% quarter-over-quarter.
- 11 funds opened new iShares Morningstar US Equity ETF positions in Q1 2025 and 18 closed out, a net change of -7 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2025 was Corient Private Wealth, an estimated $8.04M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2025 was LPL Financial, an estimated $87.4M sold.
Based on aggregated 13F filings for Q1 2025.