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iShares Morningstar US Equity ETF
ILCB

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

1% more funds holding

Funds holding: 180 → 181 (+1)

0.53% more ownership

Funds ownership: 42.18% → 42.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.75M)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
54
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.86M
4
ETC
Exchange Traded Concepts
Oklahoma
+$2.69M
5
ECA
Elevation Capital Advisory
Oregon
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.47M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.71M
3
Morgan Stanley
Morgan Stanley
New York
-$5.37M
4
JWCA
J.W. Cole Advisors
Florida
-$2.66M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
126
Evanson Asset Management
California
$225K – – –
BSCCG
127
Blue Sky Capital Consultants Group
California
$223K – – –
KWA
128
Kingswood Wealth Advisors
California
$220K – – –
SAFS
129
S&A Financial Services
Kansas
$219K +$229K +2,435 New
GWM
130
Geneos Wealth Management
Colorado
$219K +$564 +6 +0.2%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$211K – – –
LOWM
132
Laurel Oak Wealth Management
New Jersey
$205K -$2.54K -27 -1%
EWM
133
Empirical Wealth Management
Washington
$202K – – –
SRC
134
Sage Rhino Capital
California
$202K – – –
HIA
135
Harbor Investment Advisory
Maryland
$185K – – –
HWA
136
HHM Wealth Advisors
Tennessee
$180K – – –
HPWM
137
High Point Wealth Management
New Jersey
$180K – – –
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$167K – – –
ATPW
139
Ashton Thomas Private Wealth
Arizona
$165K +$173K +1,840 New
TRCT
140
Tower Research Capital (TRC)
New York
$158K +$165K +1,754 New
BF
141
BOK Financial
Oklahoma
$154K – – –
AF
142
Allworth Financial
California
$153K +$376 +4 +0.2%
BW
143
Basepoint Wealth
Iowa
$152K +$470 +5 +0.3%
William Blair & Company
144
William Blair & Company
Illinois
$137K +$72.9K +776 +103%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$134K – – –
VAI
146
Vanguard Advisers Inc
Pennsylvania
$129K +$135K +1,433 New
SIM
147
Synergy Investment Management
Florida
$129K +$135K +1,433 New
CSB
148
City State Bank
Iowa
$114K – – –
TC
149
Trust Company
Kansas
$102K – – –
SNB
150
Security National Bank
Nebraska
$94.5K -$9.96K -106 -9%
4 5
6
7 8

ILCB Hedge Fund Activity: Q1 2026 in Review

181 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2026, worth a combined $477M — down 2% from $487M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCB positions and 11 closed out — a net gain of 8 holders — while 54 added to existing stakes and 55 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $15.5M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2026, up from 180 in Q4 2025.
  • Funds reported $477M of iShares Morningstar US Equity ETF stock for Q1 2026, down 2% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar US Equity ETF positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q1 2026 was Win Advisors, an estimated $15.5M added.
  • The largest iShares Morningstar US Equity ETF seller in Q1 2026 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.