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iShares MSCI USA Equal Weighted ETF
EUSA

35 hedge funds and large institutions have $123M invested in iShares MSCI USA Equal Weighted ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

45% more capital invested

Capital invested by funds: $84.4M → $123M (+$38.3M)

21% more funds holding

Funds holding: 29 → 35 (+6)

9.56% more ownership

Funds ownership: 51.62% → 61.17% (+9.6%)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$23M
2
Jane Street
Jane Street
New York
+$4.94M
3
AWA
ARS Wealth Advisors
Florida
+$2.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$1.05M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$550K
2
VF
Virtu Financial
New York
-$389K
3
AG
Advisor Group
Arizona
-$237K
4
AIP
Almanack Investment Partners
Pennsylvania
-$121K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$71.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$254K +$251K +4,303 New
HighTower Advisors
27
HighTower Advisors
Illinois
$205K +$204K +3,497 New
OIA
28
Optimum Investment Advisors
Illinois
$182K – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$118K – – –
SWM
30
SeaCrest Wealth Management
New York
$94K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$31K +$30.7K +525 New
GWM
32
Geneos Wealth Management
Colorado
$15K – – –
CAC
33
Certified Advisory Corp
Florida
$11K +$10.5K +180 New
BlackRock
34
BlackRock
New York
$1K – – –
VF
35
Virtu Financial
New York
– -$389K -6,892 Closed
AIP
36
Almanack Investment Partners
Pennsylvania
– -$121K -2,147 Closed
PCIA
37
Prime Capital Investment Advisors
Kansas
– -$29K -520 Closed
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