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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

53 hedge funds and large institutions have $165M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
19
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$16.3M
2
P
2
Palladiem
Pennsylvania
$8.01M
3
IF
3
Ironwood Financial
Arizona
$11.3M
4
SS
4
Sunbelt Securities
Texas
$2.14M
5
PA
5
PFG Advisors
Arizona
$1.83M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$224K
2
CA
2
Cetera Advisors
Colorado
$1.62M
3
JWBC
3
John W. Brooker & Co
California
$1.56M
4
LAI
4
Legal Advantage Investments
California
$0
5
PWM
5
Perigon Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Elmwood Wealth Management
California
$655K 8,359 +8,359 New
BFWA
27
Benchmark Financial Wealth Advisors
Florida
$654K 8,346 +1,074 +15%
YIA
28
YHB Investment Advisors
Connecticut
$629K 7,700 – –
Goldman Sachs
29
Goldman Sachs
New York
$580K 7,400 +7,400 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$568K 7,251 +33 +0.5%
APSP
31
Asset Planning Services (Pennsylvania)
Pennsylvania
$515K 6,572 +6,572 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$500K 6,381 +240 +4%
PCG
33
Private Capital Group
Connecticut
$454K 5,789 – –
PIG
34
Pantheon Investment Group
California
$363K 4,628 +4,628 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$361K 4,605 +775 +20%
RWG
36
Regal Wealth Group
California
$342K 4,366 +9 +0.2%
RJA
37
Raymond James & Associates
Florida
$296K 3,778 +3,778 New
Citadel Advisors
38
Citadel Advisors
Florida
$267K 3,412 +3,412 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$260K 3,072 – –
Ameriprise
40
Ameriprise
Minnesota
$224K 2,858 -13,068 -82%
CAL
41
Capital Analysts LLC
Pennsylvania
$211K 2,689 – –
Creative Planning
42
Creative Planning
Kansas
$204K 2,607 +2,607 New
FWP
43
FAS Wealth Partners
Kansas
$141K 1,800 – –
VFA
44
Valeo Financial Advisors
Indiana
$102K 1,308 +1,308 New
CFGS
45
Concourse Financial Group Securities
Alabama
$76K 970 -200 -17%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$60K 770 – –
BDWM
47
Brewin Dolphin Wealth Management
Ireland
$48.2K 615 +615 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$45K 575 -59 -9%
APA
49
American Portfolios Advisors
New York
$5.17K 66 – –
HI
50
Harbour Investments
Wisconsin
$4K 50 +50 New
1
2
3