iShares Morningstar US Equity ETF
ILCB
181 hedge funds and large institutions have $561M invested in iShares Morningstar US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
29% more capital invested
Capital invested by funds: $435M → $561M (+$126M)
6.35% more ownership
Funds ownership: 39.85% → 46.19% (+6.3%)
6% more funds holding
Funds holding: 171 → 181 (+10)
6% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$80.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.4M |
| 3 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$10.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.7M |
| 5 |
Two Sigma Investments
New York
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.53M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.76M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.54M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.08M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Qube Research & Technologies (QRT)
London,
United Kingdom
| $7.39K | – | – | – |
|
|
CFD
177
Creative Financial Designs
Kokomo,
Indiana
| $6.66K | – | – | – |
|
|
MCM
178
MAI Capital Management
Independence,
Ohio
| $6.49K | +$6.53K | +80 | New |
|
|
LWANC
179
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $3.9K | – | – | – |
|
|
TCM
180
TD Capital Management
Memphis,
Tennessee
| $2.04K | – | – | – |
|
|
PP
181
PrairieView Partners
St. Paul,
Minnesota
| $2K | – | – | – |
|
|
BA
182
Brightwater Advisory
Tampa,
Florida
| – | -$584K | -7,371 | Closed |
|
183
Northern Trust
Chicago,
Illinois
| – | -$302K | -3,817 | Closed |
|
|
JIP
184
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$31.7K | -400 | Closed |
|
|
AW
185
Avion Wealth
The Woodlands,
Texas
| – | -$12K | -160 | Closed |
|
ILCB Hedge Fund Activity: Q4 2024 in Review
181 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2024, worth a combined $561M — up 29% from $435M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ILCB positions and 4 closed out — a net gain of 14 holders — while 55 added to existing stakes and 52 trimmed.
The largest buyer was LPL Financial, adding an estimated $80.2M. The largest seller was Equitable Holdings, cutting an estimated $3.53M.
- 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2024, up from 171 in Q3 2024.
- Funds reported $561M of iShares Morningstar US Equity ETF stock for Q4 2024, up 29% quarter-over-quarter.
- 18 funds opened new iShares Morningstar US Equity ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $80.2M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2024 was Equitable Holdings, an estimated $3.53M sold.
Based on aggregated 13F filings for Q4 2024.