iShares Morningstar US Equity ETF
ILCB
180 hedge funds and large institutions have $487M invested in iShares Morningstar US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 47
7% more funds holding
Funds holding: 169 → 180 (+11)
4% more capital invested
Capital invested by funds: $467M → $487M (+$20.5M)
0.51% more ownership
Funds ownership: 40.92% → 41.43% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.49M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$4.58M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.67M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.11M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.5M |
| 2 |
Goldman Sachs
New York
|
-$2.73M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$692K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$686K |
ILCB Hedge Fund Activity: Q4 2025 in Review
180 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q4 2025, worth a combined $487M — up 4.4% from $467M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ILCB positions and 13 closed out — a net gain of 11 holders — while 55 added to existing stakes and 47 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $6.49M. The largest seller was Osaic Holdings, cutting an estimated $16.5M.
- 180 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q4 2025, up from 169 in Q3 2025.
- Funds reported $487M of iShares Morningstar US Equity ETF stock for Q4 2025, up 4.4% quarter-over-quarter.
- 24 funds opened new iShares Morningstar US Equity ETF positions in Q4 2025 and 13 closed out, a net change of +11 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q4 2025 was Raymond James Financial, an estimated $6.49M added.
- The largest iShares Morningstar US Equity ETF seller in Q4 2025 was Osaic Holdings, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2025.