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iShares Morningstar US Equity ETF
ILCB

181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

1% more funds holding

Funds holding: 180 → 181 (+1)

0.53% more ownership

Funds ownership: 42.18% → 42.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

2% less capital invested

Capital invested by funds: $487M → $477M (-$9.75M)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
54
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.86M
4
ETC
Exchange Traded Concepts
Oklahoma
+$2.69M
5
ECA
Elevation Capital Advisory
Oregon
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.47M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.71M
3
Morgan Stanley
Morgan Stanley
New York
-$5.37M
4
JWCA
J.W. Cole Advisors
Florida
-$2.66M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
151
Mather Group
Illinois
$89.2K +$93.3K +993 New
ASN
152
Advisory Services Network
Georgia
$89K +$93K +990 New
AWM
153
AE Wealth Management
Kansas
$87.3K +$63K +670 +223%
RIA
154
Realta Investment Advisors
Delaware
$80.2K – – –
CCMI
155
Creative Capital Management Investments
California
$71.9K – – –
SL
156
Salomon & Ludwin
Virginia
$69.3K – – –
MS
157
Monetary Solutions
Ohio
$64.4K +$94 +1 +0.1%
CMP
158
Coston McIsaac & Partners
Maine
$53K -$1.88K -20 -3%
T
159
Tidemark
California
$49.2K -$5.73K -61 -10%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K – – –
OW
161
Olistico Wealth
Oklahoma
$43.1K – – –
US Bancorp
162
US Bancorp
Minnesota
$41.4K – – –
CAL
163
Capital Analysts LLC
Pennsylvania
$40K -$4.42K -47 -10%
ACA
164
Aptus Capital Advisors
Alabama
$33.6K – – –
Russell Investments Group
165
Russell Investments Group
United Kingdom
$32.4K -$383K -4,073 -92%
CMA
166
Cedar Mountain Advisors
Oregon
$28.1K – – –
MFC
167
Morris Financial Concepts
South Carolina
$27K – – –
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$24.7K – – –
FP
169
Financial Perspectives
Minnesota
$24.7K +$94 +1 +0.4%
FFA
170
Farther Finance Advisors
California
$21.9K – – –
WIM
171
Westside Investment Management
California
$20.5K +$94 +1 +0.4%
KFI
172
Key Financial Inc
Pennsylvania
$20.5K +$21.4K +228 New
BCWM
173
Bartlett & Co Wealth Management
Ohio
$17.9K – – –
IAIM
174
International Assets Investment Management
Florida
$17K – – –
MCM
175
MAI Capital Management
Ohio
$15.6K – – –
4 5 6
7
8

ILCB Hedge Fund Activity: Q1 2026 in Review

181 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2026, worth a combined $477M — down 2% from $487M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILCB positions and 11 closed out — a net gain of 8 holders — while 54 added to existing stakes and 55 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $15.5M. The largest seller was Corient Private Wealth, cutting an estimated $8.47M.

  • 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2026, up from 180 in Q4 2025.
  • Funds reported $477M of iShares Morningstar US Equity ETF stock for Q1 2026, down 2% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar US Equity ETF positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q1 2026 was Win Advisors, an estimated $15.5M added.
  • The largest iShares Morningstar US Equity ETF seller in Q1 2026 was Corient Private Wealth, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.