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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

168 hedge funds and large institutions have $358M invested in iShares Morningstar US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-11
Holders Change %
-6.15%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
51
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.63M
2
ECA
Elevation Capital Advisory
Oregon
+$6.8M
3
Ameriprise
Ameriprise
Minnesota
+$5.51M
4
Goldman Sachs
Goldman Sachs
New York
+$3.56M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.35M

Top Sellers

1
LPL Financial
LPL Financial
California
-$82.9M
2
AI
AdvisorShares Investments
Maryland
-$41.1M
3
Wells Fargo
Wells Fargo
California
-$30.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.33M
5
PAG
Private Advisor Group
New Jersey
-$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40M +$1.44M +18,700 +4%
Ameriprise
2
Ameriprise
Minnesota
$36.9M +$5.51M +71,260 +18%
EH
3
Equitable Holdings
New York
$29.7M -$748K -9,684 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.6M -$8.33M -107,835 -30%
Corient Private Wealth
5
Corient Private Wealth
Florida
$14.9M +$7.63M +98,744 +106%
LPL Financial
6
LPL Financial
California
$14.6M -$82.9M -1,072,885 -85%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$13.9M +$459K +5,939 +3%
AAS
8
Avantax Advisory Services
Texas
$12M -$409K -5,298 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.8M -$1.07M -13,861 -9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$10.6M -$443K -5,732 -4%
UBS Group
11
UBS Group
Switzerland
$8.69M +$163K +2,111 +2%
Bank of America
12
Bank of America
North Carolina
$8.35M -$4.95M -64,020 -37%
Wells Fargo
13
Wells Fargo
California
$7.32M -$30.9M -399,682 -81%
ECA
14
Elevation Capital Advisory
Oregon
$6.8M +$6.8M +88,050 New
GIA
15
Gladstone Institutional Advisory
Florida
$6.77M -$3.12M -40,404 -32%
MFG
16
Merit Financial Group
Georgia
$5.12M +$14.9K +193 +0.3%
BWM
17
Benchmark Wealth Management
Connecticut
$4.98M -$171K -2,209 -3%
Citadel Advisors
18
Citadel Advisors
Florida
$4.49M +$2.35M +30,469 +110%
Raymond James Financial
19
Raymond James Financial
Florida
$4.22M -$6.19M -80,076 -59%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.68M +$379K +4,906 +11%
Goldman Sachs
21
Goldman Sachs
New York
$3.56M +$3.56M +46,115 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.56M -$716K -9,262 -17%
BAMG
23
Brand Asset Management Group
Missouri
$3.52M -$51.1K -662 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.51M -$627K -8,117 -15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.4M -$314K -4,065 -8%
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