iShares Morningstar US Equity ETF
ILCB
132 hedge funds and large institutions have $219M invested in iShares Morningstar US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
10% more funds holding
Funds holding: 120 → 132 (+12)
5% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 37
5% more capital invested
Capital invested by funds: $209M → $219M (+$9.78M)
0.41% more ownership
Funds ownership: 31.34% → 31.75% (+0.41%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.39M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$792K |
| 3 |
Jane Street
New York
|
+$730K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$573K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.76M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.31M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$688K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$307K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$282K |
ILCB Hedge Fund Activity: Q4 2022 in Review
132 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2022, worth a combined $219M — up 4.7% from $209M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ILCB positions and 4 closed out — a net gain of 16 holders — while 39 added to existing stakes and 37 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.39M. The largest seller was Ameriprise, cutting an estimated $1.76M.
- 132 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2022, up from 120 in Q3 2022.
- Funds reported $219M of iShares Morningstar US Equity ETF stock for Q4 2022, up 4.7% quarter-over-quarter.
- 20 funds opened new iShares Morningstar US Equity ETF positions in Q4 2022 and 4 closed out, a net change of +16 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2022 was Citadel Advisors, an estimated $2.39M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2022 was Ameriprise, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2022.