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iShares MSCI USA Equal Weighted ETF

70 hedge funds and large institutions have $255M invested in iShares MSCI USA Equal Weighted ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $213M → $255M (+$42M)

19% more funds holding

Funds holding: 5970 (+11)

4.32% more ownership

Funds ownership: 47.16%51.48% (+4.3%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
23
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$1.17M +$237K +2,696 +26%
CA
27
Cetera Advisors
Colorado
$1.02M -$68.8K -783 -6%
WMG
28
WESCAP Management Group
California
$990K +$15K +171 +2%
KSWA
29
Kathleen S. Wright Associates
Pennsylvania
$966K +$948K +10,789 New
EWM
30
Elmwood Wealth Management
California
$918K +$902K +10,255 New
WCP
31
Wick Capital Partners
Pennsylvania
$869K +$854K +9,711 New
UBS Group
32
UBS Group
Switzerland
$866K +$87.2K +992 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$770K -$1.62M -18,457 -68%
YIA
34
YHB Investment Advisors
Connecticut
$689K
MAM
35
McLean Asset Management
Virginia
$670K +$2.99K +34 +0.5%
Goldman Sachs
36
Goldman Sachs
New York
$662K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$573K +$1.67K +19 +0.3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$523K +$78.8K +896 +18%
PCG
39
Private Capital Group
Connecticut
$518K
JMPWA
40
JP Morgan Private Wealth Advisors
California
$490K +$44.9K +511 +10%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$487K -$1.32K -15 -0.3%
CAL
42
Capital Analysts LLC
Pennsylvania
$481K +$236K +2,689 +100%
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$470K -$20.9K -238 -4%
PIG
44
Pantheon Investment Group
California
$460K -$7.56K -86 -2%
DTC
45
Davidson Trust Company
Washington
$395K +$388K +4,410 New
RWG
46
Regal Wealth Group
California
$394K +$1.05K +12 +0.3%
GF
47
Goodman Financial
Texas
$382K +$375K +4,270 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$373K -$967 -11 -0.3%
VT
49
Vise Technologies
New York
$367K +$360K +4,096 New
CAN
50
Cetera Advisor Networks
California
$312K +$96.4K +1,096 +46%