ILCB icon

iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

171 hedge funds and large institutions have $424M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
48
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.08M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.68M
4
Goldman Sachs
Goldman Sachs
New York
+$3.04M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$2.66M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.64M
4
AssetMark Inc
AssetMark Inc
California
-$1.41M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K – – –
CAL
152
Capital Analysts LLC
Pennsylvania
$42K +$87 +1 +0.2%
US Bancorp
153
US Bancorp
Minnesota
$39.5K – – –
AWM
154
AE Wealth Management
Kansas
$37.6K -$3K -35 -7%
PS
155
Principal Securities
Iowa
$34.2K +$600 +7 +2%
ACA
156
Aptus Capital Advisors
Alabama
$31.9K +$86 +1 +0.3%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$30.8K -$2.91K -34 -9%
AIC
158
Archer Investment Corporation
Indiana
$27.1K – – –
CMA
159
Cedar Mountain Advisors
Oregon
$26.8K – – –
MFC
160
Morris Financial Concepts
South Carolina
$25.7K – – –
T
161
Tableaux
Massachusetts
$24K +$24K +24,000 New
FP
162
Financial Perspectives
Minnesota
$23.4K +$86 +1 +0.4%
FFA
163
Farther Finance Advisors
California
$20.8K -$772 -9 -4%
WIM
164
Westside Investment Management
California
$19.4K +$86 +1 +0.4%
BCWM
165
Bartlett & Co Wealth Management
Ohio
$15.4K – – –
AA
166
Ancora Advisors
Ohio
$11.7K – – –
PPA
167
Painted Porch Advisors
California
$10.5K -$8.24K -96 -44%
GWSG
168
GPS Wealth Strategies Group
Colorado
$9.89K – – –
CFD
169
Creative Financial Designs
Indiana
$7.03K – – –
MCM
170
MAI Capital Management
Ohio
$6.86K – – –
PP
171
PrairieView Partners
Minnesota
$3K – – –
Citadel Advisors
172
Citadel Advisors
Florida
– -$4.49M -58,170 Closed
WCF
173
West Coast Financial
California
– -$1.29M -16,653 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$1.16M -15,009 Closed
FTUS
175
Flow Traders U.S.
New York
– -$624K -8,078 Closed
4 5 6
7
8