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iShares Morningstar US Equity ETF
ILCB

172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $362M → $422M (+$60.6M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2.1% more ownership

Funds ownership: 38.07% → 40.17% (+2.1%)

1% more funds holding

Funds holding: 171 → 172 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
49
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$21.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.38M
3
Goldman Sachs
Goldman Sachs
New York
+$2.81M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$2.46M
5
MWM
Modern Wealth Management
Kansas
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.51M
4
AssetMark Inc
AssetMark Inc
California
-$1.3M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
126
Evanson Asset Management
California
$214K +$198K +2,500 New
BSCCG
127
Blue Sky Capital Consultants Group
California
$213K -$19.6K -247 -9%
GWM
128
Geneos Wealth Management
Colorado
$207K -$380K -4,801 -67%
SAM
129
Silvercrest Asset Management
New York
$203K +$187K +2,364 New
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$202K +$186K +2,350 New
HI
131
Harbour Investments
Wisconsin
$196K -$9.34K -118 -5%
HIA
132
Harbor Investment Advisory
Maryland
$177K – – –
HWA
133
HHM Wealth Advisors
Tennessee
$172K – – –
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$168K -$9.58K -121 -6%
TSMHT
135
Thurston Springer Miller Herd & Titak
Indiana
$161K +$30.2K +381 +25%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$160K +$56.6K +715 +62%
BF
137
BOK Financial
Oklahoma
$147K +$136K +1,718 New
AssetMark Inc
138
AssetMark Inc
California
$146K -$1.3M -16,382 -91%
AAS
139
Ameritas Advisory Services
Nebraska
$133K -$474K -5,984 -79%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$127K – – –
AF
141
Allworth Financial
California
$122K +$113K +1,426 New
TIM
142
Tortoise Investment Management
New York
$115K – – –
CSB
143
City State Bank
Iowa
$109K – – –
SNB
144
Security National Bank
Nebraska
$99.3K – – –
TFGT
145
TS Financial Group (TSFG)
Illinois
$95K – – –
RIA
146
Realta Investment Advisors
Delaware
$76.5K – – –
CCMI
147
Creative Capital Management Investments
California
$68.6K – – –
SL
148
Salomon & Ludwin
Virginia
$68.2K – – –
T
149
Tidemark
California
$52.2K – – –
CMP
150
Coston McIsaac & Partners
Maine
$52K +$158 +2 +0.3%
4 5
6
7 8

ILCB Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2025, worth a combined $422M — up 17% from $362M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ILCB positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 57 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $21.6M. The largest seller was Corient Private Wealth, cutting an estimated $8.11M.

  • 172 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $422M of iShares Morningstar US Equity ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Morningstar US Equity ETF positions in Q2 2025 and 13 closed out, a net change of +2 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $21.6M added.
  • The largest iShares Morningstar US Equity ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2025.