iShares Morningstar US Equity ETF
ILCB
123 hedge funds and large institutions have $273M invested in iShares Morningstar US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $283M → $273M (-$9.88M)
2% less funds holding
Funds holding: 125 → 123 (-2)
6.28% less ownership
Funds ownership: 38.85% → 32.57% (-6.3%)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
28% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.57M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.92M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.77M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.69M |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Benchmark Wealth Management
Old Lyme,
Connecticut
|
-$55.4M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$6.12M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.66M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.09M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.65M |
ILCB Hedge Fund Activity: Q1 2021 in Review
123 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2021, worth a combined $273M — down 3.5% from $283M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ILCB and 8 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 31 added.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $2.57M. The largest seller was Benchmark Wealth Management, cutting an estimated $55.4M.
- 123 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2021, down from 125 in Q4 2020.
- Funds reported $273M of iShares Morningstar US Equity ETF stock for Q1 2021, down 3.5% quarter-over-quarter.
- 8 funds opened new iShares Morningstar US Equity ETF positions in Q1 2021 and 10 closed out, a net change of -2 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2021 was Sowell Financial Services, an estimated $2.57M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2021 was Benchmark Wealth Management, an estimated $55.4M sold.
Based on aggregated 13F filings for Q1 2021.