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iShares MSCI USA Equal Weighted ETF

70 hedge funds and large institutions have $238M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7070 (0)

1.33% less ownership

Funds ownership: 51.48%50.15% (-1.3%)

7% less capital invested

Capital invested by funds: $255M → $238M (-$16.9M)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
9
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
26
John W. Brooker & Co
California
$1.63M -$3.86K -46 -0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.6M +$866K +10,309 +120%
SRC
28
Shufro Rose & Co
New York
$1.36M +$252K +3,001 +23%
OWA
29
Outlook Wealth Advisors
Texas
$1.13M -$19K -226 -2%
CA
30
Cetera Advisors
Colorado
$977K +$6.13K +73 +0.6%
EWM
31
Elmwood Wealth Management
California
$971K +$99.9K +1,190 +12%
KSWA
32
Kathleen S. Wright Associates
Pennsylvania
$803K -$111K -1,318 -12%
MAM
33
McLean Asset Management
Virginia
$724K +$80.5K +959 +13%
YIA
34
YHB Investment Advisors
Connecticut
$653K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$545K +$1.85K +22 +0.3%
PCG
36
Private Capital Group
Connecticut
$491K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$486K -$10.1K -120 -2%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$452K +$448K +5,333 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$432K -$29.4K -350 -6%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$423K -$41.4K -493 -9%
WP
41
WealthShield Partners
North Carolina
$414K +$410K +4,886 New
RWG
42
Regal Wealth Group
California
$367K +$1.01K +12 +0.3%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$354K +$252 +3 +0.1%
CCM
44
Covington Capital Management
California
$321K +$318K +3,787 New
CAN
45
Cetera Advisor Networks
California
$281K -$14.4K -172 -5%
IWC
46
Integrated Wealth Concepts
Massachusetts
$277K +$274K +3,263 New
Truist Financial
47
Truist Financial
North Carolina
$276K +$924 +11 +0.3%
OHWP
48
Oak Harbor Wealth Partners
North Carolina
$260K -$35.5K -423 -12%
CAL
49
Capital Analysts LLC
Pennsylvania
$228K -$226K -2,689 -50%
VT
50
Vise Technologies
New York
$218K -$128K -1,524 -37%