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iShares Morningstar US Equity ETF
ILCB

171 hedge funds and large institutions have $362M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

6% less funds holding

Funds holding: 181 → 171 (-10)

8.13% less ownership

Funds ownership: 46.19% → 38.07% (-8.1%)

35% less capital invested

Capital invested by funds: $561M → $362M (-$199M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.29%
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
53
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$8.04M
2
ECA
Elevation Capital Advisory
Oregon
+$7.17M
3
Ameriprise
Ameriprise
Minnesota
+$5.8M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$87.4M
2
AI
AdvisorShares Investments
Maryland
-$41.1M
3
Wells Fargo
Wells Fargo
California
-$32.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.78M
5
PAG
Private Advisor Group
New Jersey
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
AE Wealth Management
Kansas
$36.5K -$4.89K -60 -11%
US Bancorp
152
US Bancorp
Minnesota
$35.6K – – –
PS
153
Principal Securities
Iowa
$31.8K – – –
Russell Investments Group
154
Russell Investments Group
United Kingdom
$30.5K – – –
ACA
155
Aptus Capital Advisors
Alabama
$28.6K – – –
AIC
156
Archer Investment Corporation
Indiana
$24.4K – – –
CMA
157
Cedar Mountain Advisors
Oregon
$24.2K – – –
MFC
158
Morris Financial Concepts
South Carolina
$23.2K – – –
FP
159
Financial Perspectives
Minnesota
$21K +$81 +1 +0.4%
FFA
160
Farther Finance Advisors
California
$19.5K +$733 +9 +4%
WIM
161
Westside Investment Management
California
$17.4K +$81 +1 +0.4%
PPA
162
Painted Porch Advisors
California
$16.8K +$7.82K +96 +79%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$13.9K – – –
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$13.1K +$6.35K +78 +86%
AA
165
Ancora Advisors
Ohio
$10.5K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$9.89K +$10.4K +128 New
GWSG
167
GPS Wealth Strategies Group
Colorado
$8.88K +$9.37K +115 New
CFD
168
Creative Financial Designs
Indiana
$6.33K – – –
MCM
169
MAI Capital Management
Ohio
$6.18K – – –
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.71K – – –
PP
171
PrairieView Partners
Minnesota
$2K – – –
AI
172
AdvisorShares Investments
Maryland
– -$41.1M -506,111 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
– -$3.06M -37,700 Closed
PFS
174
Prospera Financial Services
Texas
– -$2.15M -26,470 Closed
TWM
175
Trinity Wealth Management
Pennsylvania
– -$1.33M -16,373 Closed
4 5 6
7
8

ILCB Hedge Fund Activity: Q1 2025 in Review

171 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2025, worth a combined $362M — down 35% from $561M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ILCB and 11 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was Corient Private Wealth, adding an estimated $8.04M. The largest seller was LPL Financial, cutting an estimated $87.4M.

  • 171 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $362M of iShares Morningstar US Equity ETF stock for Q1 2025, down 35% quarter-over-quarter.
  • 11 funds opened new iShares Morningstar US Equity ETF positions in Q1 2025 and 18 closed out, a net change of -7 holders.
  • The largest iShares Morningstar US Equity ETF buyer in Q1 2025 was Corient Private Wealth, an estimated $8.04M added.
  • The largest iShares Morningstar US Equity ETF seller in Q1 2025 was LPL Financial, an estimated $87.4M sold.

Based on aggregated 13F filings for Q1 2025.