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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 %
OMC
176
Old Mission Capital
Illinois
– -$341K -4,199 Closed
NA
177
NewEdge Advisors
Louisiana
– -$271K -3,345 Closed
W
178
Wealthquest
Ohio
– -$213K -2,622 Closed
SI
179
Seeds Investor
New York
– -$209K -2,569 Closed
HWA
180
HCR Wealth Advisors
California
– -$206K -2,536 Closed
EAM
181
Evanson Asset Management
California
– -$203K -2,500 Closed
HIS
182
Harvest Investment Services
Illinois
– -$201K -2,471 Closed
AWM
183
Avior Wealth Management
Nebraska
– -$126K -1,548 Closed
PA
184
PSI Advisors
Florida
– -$73.4K -905 Closed
AT
185
Avalon Trust
New Mexico
– -$32.5K -400 Closed
TCM
186
TD Capital Management
Tennessee
– -$2.04K -25 Closed
4 5 6 7
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