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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.33% more ownership

Funds ownership: 49.23%49.56% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less capital invested

Capital invested by funds: $191M → $180M (-$10.7M)

7% less funds holding

Funds holding: 7166 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

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
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$1.12M +$55.2K +741 +5%
AssetMark Inc
27
AssetMark Inc
California
$1.12M -$78.3K -1,050 -6%
EWM
28
Elmwood Wealth Management
California
$1.05M +$30.9K +415 +3%
OWA
29
Outlook Wealth Advisors
Texas
$933K +$78.4K +1,052 +8%
WMG
30
WESCAP Management Group
California
$800K
CA
31
Cetera Advisors
Colorado
$792K +$14.8K +198 +2%
AWM
32
Avaii Wealth Management
Wisconsin
$718K -$149K -2,004 -16%
LAI
33
Legal Advantage Investments
California
$689K +$224 +3 +0%
KSWA
34
Kathleen S. Wright Associates
Pennsylvania
$633K
MAM
35
McLean Asset Management
Virginia
$592K +$34.7K +465 +6%
YIA
36
YHB Investment Advisors
Connecticut
$514K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$442K +$17.3K +232 +4%
CAN
38
Cetera Advisor Networks
California
$428K +$79.2K +1,063 +20%
TRCT
39
Tower Research Capital (TRC)
New York
$406K +$453K +6,078 New
WANY
40
Wealthspire Advisors (New York)
New York
$387K +$432K +5,789 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$384K -$31.6K -424 -7%
WP
42
WealthShield Partners
North Carolina
$342K -$9.77K -131 -2%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$335K +$1.19K +16 +0.3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$310K +$41.5K +557 +14%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$298K -$66.8K -896 -17%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$272K +$16.5K +221 +6%
OHWP
47
Oak Harbor Wealth Partners
North Carolina
$271K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$259K
RWG
49
Regal Wealth Group
California
$248K -$40.3K -541 -13%
SI
50
Saxon Interests
Texas
$233K -$359K -4,818 -60%