iShares Morningstar US Equity ETF
ILCB
120 hedge funds and large institutions have $209M invested in iShares Morningstar US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.34% less ownership
Funds ownership: 32.68% → 31.34% (-1.3%)
3% less funds holding
Funds holding: 124 → 120 (-4)
12% less capital invested
Capital invested by funds: $237M → $209M (-$27.8M)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.4M |
| 2 |
S
Surevest
Los Angeles,
California
|
+$456K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$329K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$317K |
| 5 |
AT
American Trust
Lexington,
Kentucky
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$11.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.77M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$880K |
ILCB Hedge Fund Activity: Q3 2022 in Review
120 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q3 2022, worth a combined $209M — down 12% from $237M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ILCB and 5 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 33 added.
The largest buyer was Merit Financial Group, adding an estimated $3.4M. The largest seller was Wealthquest, cutting an estimated $11.1M.
- 120 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q3 2022, down from 124 in Q2 2022.
- Funds reported $209M of iShares Morningstar US Equity ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 5 funds opened new iShares Morningstar US Equity ETF positions in Q3 2022 and 8 closed out, a net change of -3 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q3 2022 was Merit Financial Group, an estimated $3.4M added.
- The largest iShares Morningstar US Equity ETF seller in Q3 2022 was Wealthquest, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2022.