iShares Morningstar U.S. Equity ETF
ILCB • ARCA
iShares Morningstar U.S. Equity ETF is an exchange-traded fund on ARCA. As of Q3 2025, 156 institutional investors hold shares in this ETF, with total holdings valued at $439.5M. MORGAN STANLEY is the largest holder with a position valued at $50.0M.
Overview
Overview of institutional ownership in ILCB as of Q3 2025
All Institutions
- Institutions
- 156
- Value Held
- $439.5M
- Shares Held
- 4.8M
- Avg Position
- $2.8M
- Median Position
- $455.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $299.8K
- Shares Held
- 3.2K
- Avg Position
- $299.8K
- Median Position
- $299.8K
Biggest Investors
Institutions with the largest positions in ILCB as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $50.0M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $47.6M 0.01% of portfolio |
E EXCHANGE TRADED CONCEPTS, LLC Institution | $43.5M 0.42% of portfolio |
 Equitable Holdings, Inc. Institution | $35.4M 0.26% of portfolio |
A Advisor Group Holdings, Inc. Institution | $22.4M 0.03% of portfolio |
L LPL Financial LLC Institution | $19.2M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $18.2M 0.02% of portfolio |
$15.4M 0.02% of portfolio | |
 JPMORGAN CHASE & CO Institution | $15.3M 0.00% of portfolio |
 UBS Group AG Institution | $9.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ILCB in Q3 2025
- Traded
- +$39.9M
- Buyers
- 61
- Sellers
- 53
- Total Bought
- +$63.4M
- Total Sold
- −$23.5M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
E EXCHANGE TRADED CONCEPTS, LLC Institution | +$18.3M +198.1K shares |
Cetera Investment Advisers RIA/Wealth | +$14.0M +151.9K shares |
 Wealth Forward, LLC RIA/Wealth | +$9.0M +97.1K shares |
JPMORGAN CHASE & CO Institution | +$3.3M +36.0K shares |
 Commonwealth Financial Services, LLC RIA/Wealth | +$2.3M +25.1K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$2.2M +-540.0 shares |
L LPL Financial LLC Institution | +$2.2M +23.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.9M +20.5K shares |
MORGAN STANLEY RIA/Wealth | +$1.4M +15.3K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | +$1.3M +13.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | −$7.0M −82.2K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$3.7M −40.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.4M −25.7K shares |
A Advisor Group Holdings, Inc. Institution | −$1.8M −20.3K shares |
G GTS SECURITIES LLC Institution | −$1.4M −16.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$1.0M −11.8K shares |
−$852.4K −9.8K shares | |
 BANK OF AMERICA CORP /DE/ Institution | −$694.9K −7.5K shares |
 WELLS FARGO & COMPANY/MN Institution | −$595.3K −6.4K shares |
 GOLDMAN SACHS GROUP INC Institution | −$588.4K −6.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ILCB in Q3 2025
- New Positions
- 11
- New Value
- $13.1M
- Exited Positions
- 10
- Exited Value
- $10.8M
New Positions
| Institution | Position Value |
|---|---|
Wealth Forward, LLC RIA/Wealth | $9.0M 97.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.2M 23.8K shares |
 Soltis Investment Advisors LLC RIA/Wealth | $507.8K 5.5K shares |
 Pure Financial Advisors, Inc. RIA/Wealth | $343.2K 3.7K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $299.8K 3.2K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $294.9K 3.2K shares |
 Change Path, LLC RIA/Wealth | $215.8K 2.3K shares |
S SAGE RHINO CAPITAL LLC RIA/Wealth | $207.8K 2.2K shares |
 Cornerstone Planning Group LLC RIA/Wealth | $56.6K 601.0 shares |
L Laurel Wealth Advisors LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | $7.0M 82.2K shares |
G GTS SECURITIES LLC Institution | $1.4M 16.3K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.0M 11.8K shares |
$852.4K 9.8K shares | |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $225.6K 2.6K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $161.0K 1.9K shares |
 Olistico Wealth, LLC RIA/Wealth | $44.3K 516.0 shares |
T TABLEAUX LLC Institution | $24.0K 24.0K shares |
 Arete Wealth Advisors, LLC RIA/Wealth | - 2.7K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | - 4.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in ILCB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ILCB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Wealth Forward, LLC RIA/Wealth | 5.21% $9.0M |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 2.17% $3.3M |
 SILVIA MCCOLL WEALTH MANAGEMENT, LLC RIA/Wealth | 1.21% $1.8M |
 Brand Asset Management Group, Inc. RIA/Wealth | 1.11% $4.0M |
 Dentgroup LLC RIA/Wealth | 0.85% $1.3M |
P Portland Financial Advisors Inc Institution | 0.78% $367.3K |
 Keystone Financial Services, LLC RIA/Wealth | 0.75% $1.0M |
 Edge Financial Advisors LLC RIA/Wealth | 0.72% $1.6M |
Commonwealth Financial Services, LLC RIA/Wealth | 0.67% $3.8M |
M May Barnhard Investments LLC RIA/Wealth | 0.66% $1.4M |
Hedge Fund Spotlight
Discover hedge funds investing in ILCB
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Morningstar U.S. Equity ETF
- Market Value
- $299.8K
- Shares Held
- 3.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
