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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
53
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$8.04M
2
ECA
Elevation Capital Advisory
Oregon
+$7.17M
3
Ameriprise
Ameriprise
Minnesota
+$5.8M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$87.4M
2
AI
AdvisorShares Investments
Maryland
-$41.1M
3
Wells Fargo
Wells Fargo
California
-$32.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.78M
5
PAG
Private Advisor Group
New Jersey
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSCCG
126
Blue Sky Capital Consultants Group
California
$211K – – –
NCFG
127
New Century Financial Group
New Jersey
$208K – – –
GVAG
128
Great Valley Advisor Group
Delaware
$201K +$212K +2,603 New
HI
129
Harbour Investments
Wisconsin
$186K – – –
FMII
130
Farmers & Merchants Investments Inc
Nebraska
$161K – – –
HIA
131
Harbor Investment Advisory
Maryland
$159K – – –
HWA
132
HHM Wealth Advisors
Tennessee
$155K – – –
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$116K +$36.5K +448 +43%
TIM
134
Tortoise Investment Management
New York
$104K – – –
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$102K – – –
CSB
136
City State Bank
Iowa
$98K – – –
SNB
137
Security National Bank
Nebraska
$89.5K -$11.6K -142 -11%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$88.9K +$72.1K +885 +325%
TFGT
139
TS Financial Group (TSFG)
Illinois
$86K – – –
MG
140
Mather Group
Illinois
$76.7K – – –
RIA
141
Realta Investment Advisors
Delaware
$68.9K – – –
CCMI
142
Creative Capital Management Investments
California
$61.8K +$65.2K +800 New
SL
143
Salomon & Ludwin
Virginia
$61.2K – – –
CMP
144
Coston McIsaac & Partners
Maine
$47K +$163 +2 +0.3%
T
145
Tidemark
California
$47K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$46.9K -$32.5K -399 -40%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$40.2K – – –
OW
148
Olistico Wealth
Oklahoma
$39.9K – – –
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.2K – – –
CAL
150
Capital Analysts LLC
Pennsylvania
$37K +$163 +2 +0.4%
4 5
6
7 8

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.