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iShares MSCI USA Equal Weighted ETF

44 hedge funds and large institutions have $89.1M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 4244 (+2)

3% more capital invested

Capital invested by funds: $86.8M → $89.1M (+$2.25M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.03% less ownership

Funds ownership: 41.52%40.49% (-1%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$321K
SRC
27
Shufro Rose & Co
New York
$314K +$22.5K +371 +8%
RWG
28
Regal Wealth Group
California
$265K +$910 +15 +0.3%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$260K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$238K -$58.1K -957 -20%
Ameriprise
31
Ameriprise
Minnesota
$219K -$556K -9,156 -72%
CAL
32
Capital Analysts LLC
Pennsylvania
$164K
HCA
33
Horan Capital Advisors
Ohio
$112K +$111K +1,836 New
FWP
34
FAS Wealth Partners
Kansas
$110K
CFGS
35
Concourse Financial Group Securities
Alabama
$64K +$3.03K +50 +5%
ASN
36
Advisory Services Network
Georgia
$63K +$62.5K +1,030 New
JP Morgan Chase
37
JP Morgan Chase
New York
$48K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$43K
NNP
39
Nachman Norwood & Parrott
South Carolina
$15K +$15.2K +250 New
PFS
40
Prospera Financial Services
Texas
$8K +$7.95K +131 New
APA
41
American Portfolios Advisors
New York
$4.03K
GWM
42
Geneos Wealth Management
Colorado
$2K
BlackRock
43
BlackRock
New York
$1K
GWS
44
Glassman Wealth Services
Virginia
$1K
CAN
45
Cetera Advisor Networks
California
-$34K -600 Closed
PAG
46
Private Advisor Group
New Jersey
-$17K -295 Closed
CFN
47
Cordasco Financial Network
Florida
-$8K -148 Closed