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iShares MSCI USA Equal Weighted ETF

42 hedge funds and large institutions have $102M invested in iShares MSCI USA Equal Weighted ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $82.2M → $102M (+$20.2M)

3.04% more ownership

Funds ownership: 33.3%36.34% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

7% less funds holding

Funds holding: 4542 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
26
CIBC Bank USA
Illinois
$460K
RWG
27
Regal Wealth Group
California
$421K +$1.46K +25 +0.4%
MML Investors Services
28
MML Investors Services
Massachusetts
$397K -$6.87K -118 -2%
EWM
29
Elmwood Wealth Management
California
$391K +$36.7K +630 +11%
CWM
30
Cornerstone Wealth Management
Missouri
$284K +$38.7K +665 +16%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$260K
CPO
32
Cerity Partners OCIO
New York
$200K -$12.7K -218 -6%
PK
33
Pflug Koory
Nebraska
$192K
JP Morgan Chase
34
JP Morgan Chase
New York
$173K -$29.9K -514 -15%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$105K +$69.7K +1,196 +205%
CFGS
36
Concourse Financial Group Securities
Alabama
$58K
GWM
37
Geneos Wealth Management
Colorado
$16K
CFN
38
Cordasco Financial Network
Florida
$9K -$3.03K -52 -26%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$4K +$3.67K +63 New
APA
40
American Portfolios Advisors
New York
$3.92K
BlackRock
41
BlackRock
New York
$1K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$656K -11,431 Closed
RCG
43
Ruggie Capital Group
Florida
-$396K -6,909 Closed
OIA
44
Optimum Investment Advisors
Illinois
-$177K -3,090 Closed
CA
45
Cetera Advisors
Colorado
-$79K -1,400 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$4K -74 Closed