iShares Morningstar US Equity ETF
ILCB
181 hedge funds and large institutions have $477M invested in iShares Morningstar US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
1.28% more ownership
Funds ownership: 41.43% → 42.71% (+1.3%)
2% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 54
1% more funds holding
Funds holding: 180 → 181 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $487M → $477M (-$9.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$15.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.39M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.86M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$2.69M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$6.71M |
| 2 |
Morgan Stanley
New York
|
-$5.37M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.66M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.33M |
| 5 |
Goldman Sachs
New York
|
-$1.57M |
ILCB Hedge Fund Activity: Q1 2026 in Review
181 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar US Equity ETF (ILCB) for Q1 2026, worth a combined $477M — down 2% from $487M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ILCB positions and 11 closed out — a net gain of 8 holders — while 55 added to existing stakes and 54 trimmed.
The largest buyer was Win Advisors, opening a new position worth an estimated $15.5M. The largest seller was Raymond James Financial, cutting an estimated $6.71M.
- 181 institutional investors held iShares Morningstar US Equity ETF (ILCB) as of Q1 2026, up from 180 in Q4 2025.
- Funds reported $477M of iShares Morningstar US Equity ETF stock for Q1 2026, down 2% quarter-over-quarter.
- 19 funds opened new iShares Morningstar US Equity ETF positions in Q1 2026 and 11 closed out, a net change of +8 holders.
- The largest iShares Morningstar US Equity ETF buyer in Q1 2026 was Win Advisors, an estimated $15.5M added.
- The largest iShares Morningstar US Equity ETF seller in Q1 2026 was Raymond James Financial, an estimated $6.71M sold.
Based on aggregated 13F filings for Q1 2026.