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iShares MSCI USA Equal Weighted ETF

71 hedge funds and large institutions have $191M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.92% less ownership

Funds ownership: 50.15%49.23% (-0.92%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

20% less capital invested

Capital invested by funds: $238M → $191M (-$47.4M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
8
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$1.13M -$695 -9 -0.1%
EWM
27
Elmwood Wealth Management
California
$1.08M +$299K +3,870 +34%
OWA
28
Outlook Wealth Advisors
Texas
$913K -$26.6K -345 -3%
AWM
29
Avaii Wealth Management
Wisconsin
$901K -$9.21M -119,228 -90%
WMG
30
WESCAP Management Group
California
$846K -$716K -9,268 -44%
CA
31
Cetera Advisors
Colorado
$824K +$11K +142 +1%
LAI
32
Legal Advantage Investments
California
$728K +$796K +10,308 New
KSWA
33
Kathleen S. Wright Associates
Pennsylvania
$669K +$386 +5 +0.1%
MAM
34
McLean Asset Management
Virginia
$588K -$25.7K -333 -4%
SI
35
Saxon Interests
Texas
$572K +$625K +8,097 New
YIA
36
YHB Investment Advisors
Connecticut
$544K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$451K -$3.17K -41 -0.6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$436K +$34K +440 +8%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$378K +$1.54K +20 +0.4%
CAN
40
Cetera Advisor Networks
California
$377K +$156K +2,024 +61%
WP
41
WealthShield Partners
North Carolina
$371K +$28.7K +371 +8%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$353K +$695 +9 +0.2%
RWG
43
Regal Wealth Group
California
$293K -$19.9K -258 -6%
CCM
44
Covington Capital Management
California
$291K +$25.5K +330 +9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$289K -$77.2K -1,000 -20%
OHWP
46
Oak Harbor Wealth Partners
North Carolina
$287K +$77.2K +1,000 +33%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$272K -$24.8K -321 -8%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$270K +$291K +3,773 New
PPW
49
Pinnacle Private Wealth
Massachusetts
$244K +$267K +3,458 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$231K +$772 +10 +0.3%