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iShares Morningstar US Equity ETF
ILCB

171 hedge funds and large institutions have $435M invested in iShares Morningstar US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more capital invested

Capital invested by funds: $311M → $435M (+$124M)

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

6.21% more ownership

Funds ownership: 33.63% → 39.85% (+6.2%)

6% more funds holding

Funds holding: 162 → 171 (+9)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
56
Reduced
49
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$19.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$9.96M
4
PAG
Private Advisor Group
New Jersey
+$8.89M
5
LPL Financial
LPL Financial
California
+$7.39M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
EH
Equitable Holdings
New York
-$1.01M
5
Ameriprise
Ameriprise
Minnesota
-$886K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
126
Harbour Investments
Wisconsin
$191K -$83.1K -1,088 -31%
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$165K – – –
HIA
128
Harbor Investment Advisory
Maryland
$164K – – –
HWA
129
HHM Wealth Advisors
Tennessee
$158K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$154K -$30.7K -402 -17%
AT
131
Avalon Trust
New Mexico
$134K – – –
AWM
132
Avior Wealth Management
Nebraska
$123K – – –
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$117K – – –
TIM
134
Tortoise Investment Management
New York
$106K – – –
SNB
135
Security National Bank
Nebraska
$103K – – –
CSB
136
City State Bank
Iowa
$100K – – –
TFGT
137
TS Financial Group (TSFG)
Illinois
$88K – – –
TSMHT
138
Thurston Springer Miller Herd & Titak
Indiana
$83K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$79.7K -$4.89K -64 -6%
MG
140
Mather Group
Illinois
$78.7K -$12.9K -169 -15%
RIA
141
Realta Investment Advisors
Delaware
$72.1K – – –
PA
142
PSI Advisors
Florida
$71.4K +$229 +3 +0.3%
SL
143
Salomon & Ludwin
Virginia
$64.7K – – –
FCA
144
FinTrust Capital Advisors
South Carolina
$55.5K – – –
T
145
Tidemark
California
$48.2K – – –
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.9K -$7.79K -102 -16%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$41.2K – – –
OW
148
Olistico Wealth
Oklahoma
$40.9K – – –
CAL
149
Capital Analysts LLC
Pennsylvania
$38K – – –
US Bancorp
150
US Bancorp
Minnesota
$36.5K – – –
4 5
6
7 8

ILCB Hedge Fund Activity: Q3 2024 in Review

171 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2024, worth a combined $435M — up 40% from $311M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ILCB positions and 6 closed out — a net gain of 10 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $28.4M. The largest seller was Citadel Advisors, cutting an estimated $2.02M.

  • 171 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2024, up from 162 in Q2 2024.
  • Funds reported $435M of iShares Morningstar US Equity ETF stock for Q3 2024, up 40% quarter-over-quarter.
  • 16 funds opened new iShares Morningstar US Equity ETF positions in Q3 2024 and 6 closed out, a net change of +10 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q3 2024 was AdvisorShares Investments, an estimated $28.4M added.
  • The largest iShares Morningstar US Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2024.