iShares Morningstar US Equity ETF
ILCB
ILCB
170 hedge funds and large institutions have $418M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
Holders
170
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$23.4M | |
| 2 | +$9.08M | |
| 3 | +$3.04M | |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$2.66M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$2.64M |
Top Sellers
| 1 | -$8.79M | |
| 2 | -$4.49M | |
| 3 | -$1.64M | |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.41M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.16M |
