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iShares MSCI USA Equal Weighted ETF

44 hedge funds and large institutions have $107M invested in iShares MSCI USA Equal Weighted ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

13% more funds holding

Funds holding: 3944 (+5)

10% more capital invested

Capital invested by funds: $97.1M → $107M (+$9.74M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.44% less ownership

Funds ownership: 30.98%29.54% (-1.4%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
26
CIBC Bank USA
Illinois
$484K -$1.78K -29 -0.4%
EWM
27
Elmwood Wealth Management
California
$455K +$45.1K +735 +12%
MML Investors Services
28
MML Investors Services
Massachusetts
$420K -$4.6K -75 -1%
RJA
29
Raymond James & Associates
Florida
$363K +$348K +5,673 New
CA
30
Cetera Advisors
Colorado
$303K +$290K +4,721 New
CWM
31
Cornerstone Wealth Management
Missouri
$299K -$1.29K -21 -0.4%
RWG
32
Regal Wealth Group
California
$275K -$64.2K -1,046 -20%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$260K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$240K
PK
35
Pflug Koory
Nebraska
$208K
PA
36
Parallel Advisors
California
$137K +$131K +2,141 New
CFGS
37
Concourse Financial Group Securities
Alabama
$64K +$27.3K +445 +81%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$36K +$12.7K +207 +57%
ASN
39
Advisory Services Network
Georgia
$32K +$30.9K +504 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$25K +$23.8K +388 New
CFN
41
Cordasco Financial Network
Florida
$9K
APA
42
American Portfolios Advisors
New York
$4.22K
GWM
43
Geneos Wealth Management
Colorado
$2K
BlackRock
44
BlackRock
New York
$1K
RCG
45
Ruggie Capital Group
Florida
-$405K -6,784 Closed
AIC
46
Ameritas Investment Company
Nebraska
-$24K -400 Closed