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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

66 hedge funds and large institutions have $180M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
27
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCP
1
Wick Capital Partners
Pennsylvania
$10.6M
2
DIA
2
Davidson Investment Advisors
Montana
$8.35M
3
PA
3
PFG Advisors
Arizona
$2.06M
4
LPL Financial
4
LPL Financial
California
$4.14M
5
Mariner
5
Mariner
Kansas
$1.5M

Top Sellers

1
AIM
1
Astor Investment Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
BFWA
3
Benchmark Financial Wealth Advisors
Florida
$1.25M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.7M
5
SI
5
Saxon Interests
Texas
$233K
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$1.12M 16,759 +741 +5%
AssetMark Inc
27
AssetMark Inc
California
$1.12M 16,706 -1,050 -6%
EWM
28
Elmwood Wealth Management
California
$1.05M 15,730 +415 +3%
OWA
29
Outlook Wealth Advisors
Texas
$933K 13,971 +1,052 +8%
WMG
30
WESCAP Management Group
California
$800K 11,984 – –
CA
31
Cetera Advisors
Colorado
$792K 11,856 +198 +2%
AWM
32
Avaii Wealth Management
Wisconsin
$718K 10,749 -2,004 -16%
LAI
33
Legal Advantage Investments
California
$689K 10,311 +3 +0%
KSWA
34
Kathleen S. Wright Associates
Pennsylvania
$633K 9,476 – –
MAM
35
McLean Asset Management
Virginia
$592K 8,672 +465 +6%
YIA
36
YHB Investment Advisors
Connecticut
$514K 7,700 – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$442K 6,613 +232 +4%
CAN
38
Cetera Advisor Networks
California
$428K 6,404 +1,063 +20%
TRCT
39
Tower Research Capital (TRC)
New York
$406K 6,078 +6,078 New
WANY
40
Wealthspire Advisors (New York)
New York
$387K 5,789 +5,789 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$384K 5,750 -424 -7%
WP
42
WealthShield Partners
North Carolina
$342K 5,126 -131 -2%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$335K 5,011 +16 +0.3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$310K 4,647 +557 +14%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$298K 4,457 -896 -17%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$272K 4,069 +221 +6%
OHWP
47
Oak Harbor Wealth Partners
North Carolina
$271K 4,062 – –
TWC
48
TD Waterhouse Canada
Ontario, Canada
$259K 3,773 – –
RWG
49
Regal Wealth Group
California
$248K 3,613 -541 -13%
SI
50
Saxon Interests
Texas
$233K 3,279 -4,818 -60%
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