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iShares Morningstar US Equity ETF
ILCB

181 hedge funds and large institutions have $561M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $435M → $561M (+$126M)

6.35% more ownership

Funds ownership: 39.85% → 46.19% (+6.3%)

6% more funds holding

Funds holding: 171 → 181 (+10)

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
55
Reduced
52
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$80.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.4M
3
AI
AdvisorShares Investments
Maryland
+$10.9M
4
Wells Fargo
Wells Fargo
California
+$10.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$3.53M
2
PAG
Private Advisor Group
New Jersey
-$1.76M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.54M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.08M
5
SC
Savant Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$246K +$247K +3,032 New
MA
127
Mutual Advisors
Nebraska
$241K – – –
SIM
128
Synergy Investment Management
Florida
$231K +$232K +2,846 New
IFA
129
Index Fund Advisors
California
$227K – – –
BSCCG
130
Blue Sky Capital Consultants Group
California
$222K +$223K +2,734 New
NCFG
131
New Century Financial Group
New Jersey
$221K +$82 +1 +0%
W
132
Wealthquest
Ohio
$213K -$6.94K -85 -3%
SI
133
Seeds Investor
New York
$209K – – –
HWA
134
HCR Wealth Advisors
California
$206K – – –
EAM
135
Evanson Asset Management
California
$203K +$204K +2,500 New
HIS
136
Harvest Investment Services
Illinois
$201K +$202K +2,471 New
HI
137
Harbour Investments
Wisconsin
$195K +$82 +1 +0%
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$169K – – –
HIA
139
Harbor Investment Advisory
Maryland
$168K – – –
HWA
140
HHM Wealth Advisors
Tennessee
$162K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$138K -$19.7K -241 -12%
AWM
142
Avior Wealth Management
Nebraska
$126K – – –
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$121K – – –
TIM
144
Tortoise Investment Management
New York
$109K – – –
SNB
145
Security National Bank
Nebraska
$106K – – –
CSB
146
City State Bank
Iowa
$103K – – –
TFGT
147
TS Financial Group (TSFG)
Illinois
$90K – – –
TSMHT
148
Thurston Springer Miller Herd & Titak
Indiana
$85.1K – – –
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$81.7K – – –
MG
150
Mather Group
Illinois
$80.6K – – –
4 5
6
7 8

ILCB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2024, worth a combined $561M — up 29% from $435M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ILCB positions and 4 closed out — a net gain of 14 holders — while 55 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $80.2M. The largest seller was Equitable Holdings, cutting an estimated $3.53M.

  • 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2024, up from 171 in Q3 2024.
  • Funds reported $561M of iShares Morningstar US Equity ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 18 funds opened new iShares Morningstar US Equity ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $80.2M added.
  • The largest iShares Morningstar US Equity ETF seller in Q4 2024 was Equitable Holdings, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2024.