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iShares MSCI USA Equal Weighted ETF

62 hedge funds and large institutions have $204M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

23% more capital invested

Capital invested by funds: $165M → $204M (+$38.5M)

17% more funds holding

Funds holding: 5362 (+9)

1.56% more ownership

Funds ownership: 43.96%45.52% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
25
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
26
WESCAP Management Group
California
$955K -$47.7K -579 -5%
AssetMark Inc
27
AssetMark Inc
California
$937K +$80.5K +977 +10%
SRC
28
Shufro Rose & Co
New York
$800K +$20.6K +250 +3%
UBS Group
29
UBS Group
Switzerland
$734K -$999K -12,119 -58%
EWM
30
Elmwood Wealth Management
California
$732K +$25.1K +305 +4%
YIA
31
YHB Investment Advisors
Connecticut
$651K
Goldman Sachs
32
Goldman Sachs
New York
$625K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$539K
PCG
34
Private Capital Group
Connecticut
$489K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$461K +$70.1K +850 +18%
PIG
36
Pantheon Investment Group
California
$460K +$67.1K +814 +18%
HA
37
Harborview Advisors
Maine
$436K +$425K +5,153 New
TRCT
38
Tower Research Capital (TRC)
New York
$429K +$418K +5,072 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$419K +$409K +4,958 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$405K +$395K +4,790 New
FTUS
41
Flow Traders U.S.
New York
$399K +$389K +4,716 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$383K -$225K -2,724 -38%
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$383K -$168K -2,041 -31%
RWG
44
Regal Wealth Group
California
$370K +$742 +9 +0.2%
RJA
45
Raymond James & Associates
Florida
$318K -$1.32K -16 -0.4%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$260K
Truist Financial
47
Truist Financial
North Carolina
$256K +$249K +3,024 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$240K +$235K +2,845 New
CAL
49
Capital Analysts LLC
Pennsylvania
$227K
Creative Planning
50
Creative Planning
Kansas
$220K