iShares Morningstar US Equity ETF
ILCB
139 hedge funds and large institutions have $285M invested in iShares Morningstar US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
8% more funds holding
Funds holding: 129 → 139 (+10)
5% more capital invested
Capital invested by funds: $272M → $285M (+$13.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.52% less ownership
Funds ownership: 30.77% → 30.25% (-0.52%)
17% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.55M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.37M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.54M |
| 2 |
EH
Equitable Holdings
New York
|
-$4.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.71M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.69M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Barclays
London,
United Kingdom
| – | -$4K | -60 | Closed |
|
ILCB Hedge Fund Activity: Q4 2021 in Review
139 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2021, worth a combined $285M — up 4.9% from $272M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ILCB positions and 11 closed out — a net gain of 11 holders — while 34 added to existing stakes and 41 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $2.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.54M.
- 139 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2021, up from 129 in Q3 2021.
- Funds reported $285M of iShares Morningstar US Equity ETF stock for Q4 2021, up 4.9% quarter-over-quarter.
- 22 funds opened new iShares Morningstar US Equity ETF positions in Q4 2021 and 11 closed out, a net change of +11 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2021 was J.W. Cole Advisors, an estimated $2.4M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2021 was Commonwealth Equity Services, an estimated $4.54M sold.
Based on aggregated 13F filings for Q4 2021.