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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $114M → $165M (+$51.6M)

26% more funds holding

Funds holding: 4253 (+11)

4.06% more ownership

Funds ownership: 39.9%43.96% (+4.1%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elmwood Wealth Management
California
$655K +$633K +8,359 New
BFWA
27
Benchmark Financial Wealth Advisors
Florida
$654K +$81.3K +1,074 +15%
YIA
28
YHB Investment Advisors
Connecticut
$629K
Goldman Sachs
29
Goldman Sachs
New York
$580K +$560K +7,400 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$568K +$2.5K +33 +0.5%
APSP
31
Asset Planning Services (Pennsylvania)
Pennsylvania
$515K +$498K +6,572 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$500K +$18.2K +240 +4%
PCG
33
Private Capital Group
Connecticut
$454K
PIG
34
Pantheon Investment Group
California
$363K +$351K +4,628 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$361K +$58.7K +775 +20%
RWG
36
Regal Wealth Group
California
$342K +$682 +9 +0.2%
RJA
37
Raymond James & Associates
Florida
$296K +$286K +3,778 New
Citadel Advisors
38
Citadel Advisors
Florida
$267K +$258K +3,412 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$260K
Ameriprise
40
Ameriprise
Minnesota
$224K -$990K -13,068 -82%
CAL
41
Capital Analysts LLC
Pennsylvania
$211K
Creative Planning
42
Creative Planning
Kansas
$204K +$197K +2,607 New
FWP
43
FAS Wealth Partners
Kansas
$141K
VFA
44
Valeo Financial Advisors
Indiana
$102K +$99.1K +1,308 New
CFGS
45
Concourse Financial Group Securities
Alabama
$76K -$15.1K -200 -17%
JP Morgan Chase
46
JP Morgan Chase
New York
$60K
BDWM
47
Brewin Dolphin Wealth Management
Ireland
$48.2K +$46.6K +615 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$45K -$4.47K -59 -9%
APA
49
American Portfolios Advisors
New York
$5.17K
HI
50
Harbour Investments
Wisconsin
$4K +$3.79K +50 New