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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
IA
176
IFP Advisors
Florida
$15K +$15.7K +167 New
AA
177
Ancora Advisors
Ohio
$12.2K – – –
GI
178
GAMMA Investing
California
$10.9K +$11.4K +121 New
AssetMark Inc
179
AssetMark Inc
California
$8K -$208K -2,210 -96%
CFD
180
Creative Financial Designs
Indiana
$6.65K -$752 -8 -10%
RG
181
RHL Group
Michigan
$4.04K +$4.23K +45 New
JWCA
182
J.W. Cole Advisors
Florida
– -$2.66M -28,208 Closed
GS
183
GTS Securities
New York
– -$590K -6,252 Closed
TA
184
TFB Advisors
Kansas
– -$419K -4,442 Closed
BRWA
185
B. Riley Wealth Advisors
Florida
– -$387K -4,099 Closed
DAS
186
Diversify Advisory Services
Utah
– -$308K -3,213 Closed
IC
187
IEQ Capital
California
– -$200K -2,124 Closed
TFGT
188
TS Financial Group (TSFG)
Illinois
– -$105K -1,109 Closed
TSMHT
189
Thurston Springer Miller Herd & Titak
Indiana
– -$57K -604 Closed
FHA
190
Flagship Harbor Advisors
Massachusetts
– -$30.2K -320 Closed
HI
191
Harbour Investments
Wisconsin
– -$26.4K -280 Closed
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$4.53K -48 Closed
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.