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iShares MSCI USA Equal Weighted ETF

59 hedge funds and large institutions have $213M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

1.64% more ownership

Funds ownership: 45.52%47.16% (+1.6%)

5% more capital invested

Capital invested by funds: $204M → $213M (+$9.29M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5% less funds holding

Funds holding: 6259 (-3)

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
27
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$1.29M +$169K +1,968 +15%
AssetMark Inc
27
AssetMark Inc
California
$1.04M +$117K +1,366 +12%
CA
28
Cetera Advisors
Colorado
$1.02M -$642K -7,487 -38%
WMG
29
WESCAP Management Group
California
$912K -$34.9K -407 -4%
SRC
30
Shufro Rose & Co
New York
$865K +$74.3K +866 +9%
UBS Group
31
UBS Group
Switzerland
$727K
MAM
32
McLean Asset Management
Virginia
$670K +$648K +7,547 New
YIA
33
YHB Investment Advisors
Connecticut
$644K
Goldman Sachs
34
Goldman Sachs
New York
$619K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$534K
PCG
36
Private Capital Group
Connecticut
$485K
APSP
37
Asset Planning Services (Pennsylvania)
Pennsylvania
$459K +$81.8K +953 +21%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$457K
PIG
39
Pantheon Investment Group
California
$440K -$11.6K -135 -2%
HA
40
Harborview Advisors
Maine
$424K -$7.04K -82 -2%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$416K +$858 +10 +0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$414K +$181K +2,113 +74%
RWG
43
Regal Wealth Group
California
$367K +$1.11K +13 +0.3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$350K -$30K -350 -8%
TRCT
45
Tower Research Capital (TRC)
New York
$294K -$134K -1,563 -31%
Truist Financial
46
Truist Financial
North Carolina
$272K +$19.1K +223 +7%
CAL
47
Capital Analysts LLC
Pennsylvania
$225K
CAN
48
Cetera Advisor Networks
California
$200K +$515 +6 +0.3%
CCA
49
Column Capital Advisors
Indiana
$173K +$177K +2,065 New
FWP
50
FAS Wealth Partners
Kansas
$151K