iShares Morningstar US Equity ETF
ILCB
124 hedge funds and large institutions have $237M invested in iShares Morningstar US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 17 closing their positions.
1.49% more ownership
Funds ownership: 31.19% → 32.68% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
9% less funds holding
Funds holding: 137 → 124 (-13)
14% less capital invested
Capital invested by funds: $277M → $237M (-$40M)
65% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$13.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.28M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.83M |
| 4 |
Morgan Stanley
New York
|
+$1.75M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.76M |
| 2 |
JP Morgan Chase
New York
|
-$1.71M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.29M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.01M |
| 5 |
EH
Equitable Holdings
New York
|
-$896K |
ILCB Hedge Fund Activity: Q2 2022 in Review
124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q2 2022, worth a combined $237M — down 14% from $277M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of ILCB and 6 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 36 added.
The largest buyer was Wealthquest, opening a new position worth an estimated $13.6M. The largest seller was Ameriprise, cutting an estimated $1.76M.
- 124 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q2 2022, down from 137 in Q1 2022.
- Funds reported $237M of iShares Morningstar US Equity ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 6 funds opened new iShares Morningstar US Equity ETF positions in Q2 2022 and 17 closed out, a net change of -11 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q2 2022 was Wealthquest, an estimated $13.6M added.
- The largest iShares Morningstar US Equity ETF seller in Q2 2022 was Ameriprise, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2022.