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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $180M → $208M (+$27.8M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

8% more funds holding

Funds holding: 6671 (+5)

1.79% more ownership

Funds ownership: 49.56%51.35% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
26
John W. Brooker & Co
California
$1.38M -$3.2K -44 -0.2%
SRC
27
Shufro Rose & Co
New York
$1.35M +$127K +1,747 +10%
BFWA
28
Benchmark Financial Wealth Advisors
Florida
$1.27M -$97.5K -1,342 -7%
AssetMark Inc
29
AssetMark Inc
California
$1.17M -$52.5K -723 -4%
EWM
30
Elmwood Wealth Management
California
$1.16M +$17.4K +240 +2%
LAI
31
Legal Advantage Investments
California
$1.13M +$378K +5,202 +50%
WMG
32
WESCAP Management Group
California
$939K +$64.5K +888 +7%
SB
33
Strategic Blueprint
Georgia
$919K +$915K +12,600 New
CA
34
Cetera Advisors
Colorado
$896K +$30.7K +423 +4%
ICG
35
InterOcean Capital Group
Tennessee
$801K +$797K +10,976 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$634K -$857K -11,791 -58%
YIA
37
YHB Investment Advisors
Connecticut
$562K
AWM
38
Avaii Wealth Management
Wisconsin
$538K -$245K -3,375 -31%
MAM
39
McLean Asset Management
Virginia
$529K -$103K -1,424 -16%
CAN
40
Cetera Advisor Networks
California
$493K +$26.2K +361 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$458K +$118K +1,629 +35%
CGA
42
Crescent Grove Advisors
Illinois
$441K +$439K +6,040 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$432K -$50.3K -692 -10%
WANY
44
Wealthspire Advisors (New York)
New York
$422K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$410K -$9.01K -124 -2%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$366K +$727 +10 +0.2%
WP
47
WealthShield Partners
North Carolina
$355K -$19.1K -263 -5%
KSWA
48
Kathleen S. Wright Associates
Pennsylvania
$354K -$336K -4,621 -49%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$302K +$5.09K +70 +2%
OHWP
50
Oak Harbor Wealth Partners
North Carolina
$296K