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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-11
Holders Change %
-6.15%
% of All Funds
2.28%
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
51
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.63M
2
ECA
Elevation Capital Advisory
Oregon
+$6.8M
3
Ameriprise
Ameriprise
Minnesota
+$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M

Top Sellers

1
LPL Financial
LPL Financial
California
-$82.9M
2
AI
AdvisorShares Investments
Maryland
-$41.1M
3
Wells Fargo
Wells Fargo
California
-$30.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.33M
5
PAG
Private Advisor Group
New Jersey
-$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$30.5K – – –
ACA
152
Aptus Capital Advisors
Alabama
$28.6K – – –
AIC
153
Archer Investment Corporation
Indiana
$24.4K – – –
CMA
154
Cedar Mountain Advisors
Oregon
$24.2K – – –
MFC
155
Morris Financial Concepts
South Carolina
$23.2K – – –
FP
156
Financial Perspectives
Minnesota
$21K +$77 +1 +0.4%
FFA
157
Farther Finance Advisors
California
$19.5K +$698 +9 +4%
WIM
158
Westside Investment Management
California
$17.4K +$77 +1 +0.4%
PPA
159
Painted Porch Advisors
California
$16.8K +$7.42K +96 +79%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$13.9K – – –
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$13.1K +$6.03K +78 +86%
AA
162
Ancora Advisors
Ohio
$10.5K – – –
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$9.89K +$9.89K +128 New
GWSG
164
GPS Wealth Strategies Group
Colorado
$8.89K +$8.89K +115 New
CFD
165
Creative Financial Designs
Indiana
$6.34K – – –
MCM
166
MAI Capital Management
Ohio
$6.18K – – –
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.71K – – –
PP
168
PrairieView Partners
Minnesota
$2K – – –
AI
169
AdvisorShares Investments
Maryland
– -$41.1M -506,111 Closed
Two Sigma Investments
170
Two Sigma Investments
New York
– -$3.06M -37,700 Closed
PFS
171
Prospera Financial Services
Texas
– -$2.15M -26,470 Closed
TWM
172
Trinity Wealth Management
Pennsylvania
– -$1.33M -16,373 Closed
AT
173
American Trust
Kentucky
– -$1.29M -15,833 Closed
CFGS
174
Concourse Financial Group Securities
Alabama
– -$969K -11,507 Closed
Natixis Advisors
175
Natixis Advisors
Massachusetts
– -$897K -11,048 Closed
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