iShares MSCI USA Equal Weighted ETF
EUSA
27 hedge funds and large institutions have $62.2M invested in iShares MSCI USA Equal Weighted ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.64% less ownership
Funds ownership: 47.36% → 46.72% (-0.64%)
6% less capital invested
Capital invested by funds: $65.8M → $62.2M (-$3.67M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$4.75M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.42M |
| 3 |
SG Americas Securities
New York
|
+$1.62M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$953K |
| 5 |
Morgan Stanley
New York
|
+$847K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWG
Regal Wealth Group
Seal Beach,
California
|
-$9.72M |
| 2 |
Jane Street
New York
|
-$5.59M |
| 3 |
State Street
Boston,
Massachusetts
|
-$3.08M |
| 4 |
VF
Virtu Financial
New York
|
-$601K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $1K | – | – | – |
|
|
27
State Street
Boston,
Massachusetts
| – | -$3.08M | -58,800 | Closed |
|
|
VF
28
Virtu Financial
New York
| – | -$601K | -11,445 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$430K | -8,189 | Closed |
|
|
TSS
30
Two Sigma Securities
New York
| – | -$395K | -7,519 | Closed |
|
EUSA Hedge Fund Activity: Q4 2017 in Review
27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q4 2017, worth a combined $62.2M — down 5.6% from $65.8M a quarter earlier.
Fund positioning in EUSA was balanced in Q4 2017: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 5 trimmed.
The largest buyer was ARS Wealth Advisors, opening a new position worth an estimated $4.75M. The largest seller was Regal Wealth Group, cutting an estimated $9.72M.
- 27 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $62.2M of iShares MSCI USA Equal Weighted ETF stock for Q4 2017, down 5.6% quarter-over-quarter.
- 4 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q4 2017 and 4 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q4 2017 was ARS Wealth Advisors, an estimated $4.75M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q4 2017 was Regal Wealth Group, an estimated $9.72M sold.
Based on aggregated 13F filings for Q4 2017.