iShares Morningstar US Equity ETF
ILCB
172 hedge funds and large institutions have $422M invested in iShares Morningstar US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.
17% more capital invested
Capital invested by funds: $362M → $422M (+$60.6M)
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
2.1% more ownership
Funds ownership: 38.07% → 40.17% (+2.1%)
1% more funds holding
Funds holding: 171 → 172 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$21.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.38M |
| 3 |
Goldman Sachs
New York
|
+$2.81M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$2.46M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.49M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.51M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.3M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
176
Flow Traders U.S.
New York
| – | -$624K | -8,078 | Closed |
|
177
Jane Street
New York
| – | -$514K | -6,659 | Closed |
|
178
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$345K | -4,465 | Closed |
|
179
Focus Partners Wealth
Boston,
Massachusetts
| – | -$273K | -3,528 | Closed |
|
|
PA
180
PFG Advisors
Phoenix,
Arizona
| – | -$241K | -3,123 | Closed |
|
|
SIM
181
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$220K | -2,846 | Closed |
|
|
MG
182
Mather Group
Chicago,
Illinois
| – | -$76.7K | -993 | Closed |
|
183
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$13.1K | -169 | Closed |
|
184
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9.89K | -128 | Closed |
|
|
LWANC
185
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$3.71K | -48 | Closed |
|
ILCB Hedge Fund Activity: Q2 2025 in Review
172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2025, worth a combined $422M — up 17% from $362M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ILCB positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 57 trimmed.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $21.6M. The largest seller was Corient Private Wealth, cutting an estimated $8.11M.
- 172 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2025, up from 171 in Q1 2025.
- Funds reported $422M of iShares Morningstar US Equity ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 15 funds opened new iShares Morningstar US Equity ETF positions in Q2 2025 and 13 closed out, a net change of +2 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $21.6M added.
- The largest iShares Morningstar US Equity ETF seller in Q2 2025 was Corient Private Wealth, an estimated $8.11M sold.
Based on aggregated 13F filings for Q2 2025.