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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

71 hedge funds and large institutions have $208M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WLPWM
1
Walled Lake Planning & Wealth Management
Illinois
$4.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
Bank of America
3
Bank of America
North Carolina
$9.19M
4
CF
4
Centaurus Financial
California
$2.1M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$10.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.6M
3
OWA
3
Outlook Wealth Advisors
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$634K
5
IF
5
Ironwood Financial
Arizona
$9.74M
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
26
John W. Brooker & Co
California
$1.38M 18,936 -44 -0.2%
SRC
27
Shufro Rose & Co
New York
$1.35M 18,506 +1,747 +10%
BFWA
28
Benchmark Financial Wealth Advisors
Florida
$1.27M 17,411 -1,342 -7%
AssetMark Inc
29
AssetMark Inc
California
$1.17M 15,983 -723 -4%
EWM
30
Elmwood Wealth Management
California
$1.16M 15,970 +240 +2%
LAI
31
Legal Advantage Investments
California
$1.13M 15,513 +5,202 +50%
WMG
32
WESCAP Management Group
California
$939K 12,872 +888 +7%
SB
33
Strategic Blueprint
Georgia
$919K 12,600 +12,600 New
CA
34
Cetera Advisors
Colorado
$896K 12,279 +423 +4%
ICG
35
InterOcean Capital Group
Tennessee
$801K 10,976 +10,976 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$634K 8,703 -11,791 -58%
YIA
37
YHB Investment Advisors
Connecticut
$562K 7,700 – –
AWM
38
Avaii Wealth Management
Wisconsin
$538K 7,374 -3,375 -31%
MAM
39
McLean Asset Management
Virginia
$529K 7,248 -1,424 -16%
CAN
40
Cetera Advisor Networks
California
$493K 6,765 +361 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$458K 6,276 +1,629 +35%
CGA
42
Crescent Grove Advisors
Illinois
$441K 6,040 +6,040 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$432K 5,921 -692 -10%
WANY
44
Wealthspire Advisors (New York)
New York
$422K 5,789 – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$410K 5,626 -124 -2%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$366K 5,021 +10 +0.2%
WP
47
WealthShield Partners
North Carolina
$355K 4,863 -263 -5%
KSWA
48
Kathleen S. Wright Associates
Pennsylvania
$354K 4,855 -4,621 -49%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$302K 4,139 +70 +2%
OHWP
50
Oak Harbor Wealth Partners
North Carolina
$296K 4,062 – –
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2
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