We are live on ! Find out more
EUSA icon

iShares MSCI USA Equal Weighted ETF

42 hedge funds and large institutions have $114M invested in iShares MSCI USA Equal Weighted ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

28% more capital invested

Capital invested by funds: $89.1M → $114M (+$24.8M)

0.59% less ownership

Funds ownership: 40.49%39.9% (-0.59%)

5% less funds holding

Funds holding: 4442 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
16
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
26
Regal Wealth Group
California
$315K +$672 +10 +0.2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$277K +$258K +3,830 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$260K
CAL
29
Capital Analysts LLC
Pennsylvania
$194K
LAI
30
Legal Advantage Investments
California
$145K +$135K +2,009 New
FWP
31
FAS Wealth Partners
Kansas
$130K
CFGS
32
Concourse Financial Group Securities
Alabama
$84K +$8.4K +125 +12%
PWM
33
Perigon Wealth Management
California
$61K +$56.7K +843 New
JP Morgan Chase
34
JP Morgan Chase
New York
$56K -$874 -13 -2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$46K -$4.77K -71 -10%
WEC
36
Winslow Evans & Crocker
Massachusetts
$29K +$26.9K +400 New
AWA
37
Arkadios Wealth Advisors
Georgia
$6K +$6.12K +91 New
APA
38
American Portfolios Advisors
New York
$4.76K
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$4K +$4.44K +66 New
GWM
40
Geneos Wealth Management
Colorado
$3K
BlackRock
41
BlackRock
New York
$1K
GWS
42
Glassman Wealth Services
Virginia
$1K +$269 +4 +44%
Citadel Advisors
43
Citadel Advisors
Florida
-$2.51M -41,076 Closed
CPO
44
Cerity Partners OCIO
New York
-$1.55M -25,314 Closed
SWM
45
SeaCrest Wealth Management
New York
-$741K -12,128 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$691K -11,308 Closed
WAS
47
Wealth Advisory Solutions
Indiana
-$358K -5,860 Closed
HCA
48
Horan Capital Advisors
Ohio
-$112K -1,836 Closed
ASN
49
Advisory Services Network
Georgia
-$63K -1,030 Closed
NNP
50
Nachman Norwood & Parrott
South Carolina
-$15K -250 Closed