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iShares MSCI USA Equal Weighted ETF
EUSA

72 hedge funds and large institutions have $236M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 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

14% more capital invested

Capital invested by funds: $208M → $236M (+$28.3M)

1% more funds holding

Funds holding: 71 → 72 (+1)

1.29% more ownership

Funds ownership: 51.35% → 52.64% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% 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
8
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.4M
2
DIA
Davidson Investment Advisors
Montana
+$2.91M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.87M
5
AWA
Arkadios Wealth Advisors
Georgia
+$1.81M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.18M
2
DADC
D.A. Davidson & Co
Montana
-$2.01M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.89M
4
Wells Fargo
Wells Fargo
California
-$1.67M
5
AssetMark Inc
AssetMark Inc
California
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$1.64M -$114K -1,503 -6%
Bessemer Group
27
Bessemer Group
New Jersey
$1.47M – – –
SRC
28
Shufro Rose & Co
New York
$1.46M +$66K +867 +5%
JWBC
29
John W. Brooker & Co
California
$1.43M +$228 +3 +0%
BFWA
30
Benchmark Financial Wealth Advisors
Florida
$1.38M +$60.6K +796 +5%
EWM
31
Elmwood Wealth Management
California
$1.27M +$68.9K +905 +6%
Goldman Sachs
32
Goldman Sachs
New York
$1.19M +$1.2M +15,817 New
Jane Street
33
Jane Street
New York
$1.05M +$1.05M +13,842 New
WMG
34
WESCAP Management Group
California
$972K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$799K -$1.89M -24,812 -70%
MAM
36
McLean Asset Management
Virginia
$687K +$141K +1,847 +25%
TRCT
37
Tower Research Capital (TRC)
New York
$669K +$420K +5,522 +166%
LAI
38
Legal Advantage Investments
California
$651K -$525K -6,900 -44%
CA
39
Cetera Advisors
Colorado
$633K -$297K -3,905 -32%
CGA
40
Crescent Grove Advisors
Illinois
$628K +$173K +2,274 +38%
YIA
41
YHB Investment Advisors
Connecticut
$582K – – –
William Blair & Company
42
William Blair & Company
Illinois
$541K +$516K +6,780 +1,789%
CAN
43
Cetera Advisor Networks
California
$496K -$15.5K -204 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$443K -$4.8K -63 -1%
WANY
45
Wealthspire Advisors (New York)
New York
$437K – – –
WP
46
WealthShield Partners
North Carolina
$387K +$19.9K +261 +5%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$380K +$761 +10 +0.2%
AWM
48
Avaii Wealth Management
Wisconsin
$379K -$180K -2,359 -32%
KSWA
49
Kathleen S. Wright Associates
Pennsylvania
$367K – – –
EFS
50
Essex Financial Services
Connecticut
$319K +$322K +4,226 New
1
2
3 4

EUSA Hedge Fund Activity: Q1 2023 in Review

72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2023, worth a combined $236M — up 14% from $208M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EUSA positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $18.4M. The largest seller was Envestnet Asset Management, cutting an estimated $2.18M.

  • 72 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $236M of iShares MSCI USA Equal Weighted ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 8 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2023 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2023 was Bank of America, an estimated $18.4M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $2.18M sold.

Based on aggregated 13F filings for Q1 2023.