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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

171 hedge funds and large institutions have $424M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.08M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Asset Allocation Strategies
Michigan
$336K +$944 +11 +0.3%
SPIA
102
Steward Partners Investment Advisory
New York
$324K +$30.6K +357 +10%
OAS
103
Optivise Advisory Services
Tennessee
$315K -$5.23K -61 -2%
MCM
104
MidAtlantic Capital Management
Virginia
$315K -$20.4K -238 -6%
APW
105
Aurora Private Wealth
New Jersey
$314K -$4.63K -54 -1%
AC
106
AlphaCore Capital
California
$303K +$303K +3,528 New
DAS
107
Diversify Advisory Services
Utah
$290K -$268 -3 -0.1%
LFS
108
Lutz Financial Services
Nebraska
$288K – – –
CWM
109
Cornerstone Wealth Management
Missouri
$281K – – –
OCG
110
Opus Capital Group
Ohio
$279K – – –
FWM
111
FMB Wealth Management
California
$273K – – –
MA
112
Mutual Advisors
Nebraska
$260K – – –
KWA
113
Kingswood Wealth Advisors
California
$245K – – –
IFA
114
Index Fund Advisors
California
$240K – – –
IWC
115
Integrated Wealth Concepts
Massachusetts
$238K – – –
NCFG
116
New Century Financial Group
New Jersey
$231K +$86 +1 +0%
AWA
117
Arete Wealth Advisors
Illinois
$231K -$976K -11,403 -81%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$226K -$51.6K -601 -19%
DC
119
Davenport & Co
Virginia
$225K +$225K +2,624 New
GVAG
120
Great Valley Advisor Group
Delaware
$224K +$601 +7 +0.3%
SC
121
Scotia Capital
Ontario, Canada
$224K -$176K -2,054 -44%
HWA
122
HCR Wealth Advisors
California
$218K +$218K +2,536 New
EAM
123
Evanson Asset Management
California
$214K +$214K +2,500 New
BSCCG
124
Blue Sky Capital Consultants Group
California
$213K -$21.2K -247 -9%
GWM
125
Geneos Wealth Management
Colorado
$207K -$412K -4,801 -67%
3 4
5
6 7