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iShares Morningstar US Equity ETF
ILCB
ILCB
169 hedge funds and large institutions have $467M invested in iShares Morningstar US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $422M → $467M (+$44.2M)
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
0.75% more ownership
Funds ownership: 40.17% → 40.92% (+0.75%)
2% less funds holding
Funds holding: 172 → 169 (-3)
Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
52
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$7.05M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.8M |
| 5 |
GS
GTS Securities
New York
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$226K | -2,630 | Closed |
|
|
TSMHT
177
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$161K | -1,877 | Closed |
|
|
OW
178
Olistico Wealth
Tulsa,
Oklahoma
| – | -$44.3K | -516 | Closed |
|