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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

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
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
$27.7M
2
DIA
Davidson Investment Advisors
Montana
$13.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.51M
5
AWA
Arkadios Wealth Advisors
Georgia
$12.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.4M
2
DADC
D.A. Davidson & Co
Montana
$28.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$799K
4
Wells Fargo
Wells Fargo
California
$3.79M
5
AssetMark Inc
AssetMark Inc
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$65.5K +867 +5%
JWBC
29
John W. Brooker & Co
California
$1.43M +$227 +3 +0%
BFWA
30
Benchmark Financial Wealth Advisors
Florida
$1.38M +$60.1K +796 +5%
EWM
31
Elmwood Wealth Management
California
$1.27M +$68.4K +905 +6%
Goldman Sachs
32
Goldman Sachs
New York
$1.19M +$1.19M +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 -$1.87M -24,812 -70%
MAM
36
McLean Asset Management
Virginia
$687K +$140K +1,847 +25%
TRCT
37
Tower Research Capital (TRC)
New York
$669K +$417K +5,522 +166%
LAI
38
Legal Advantage Investments
California
$651K -$521K -6,900 -44%
CA
39
Cetera Advisors
Colorado
$633K -$295K -3,905 -32%
CGA
40
Crescent Grove Advisors
Illinois
$628K +$172K +2,274 +38%
YIA
41
YHB Investment Advisors
Connecticut
$582K – – –
William Blair & Company
42
William Blair & Company
Illinois
$541K +$512K +6,780 +1,789%
CAN
43
Cetera Advisor Networks
California
$496K -$15.4K -204 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$443K -$4.76K -63 -1%
WANY
45
Wealthspire Advisors (New York)
New York
$437K – – –
WP
46
WealthShield Partners
North Carolina
$387K +$19.7K +261 +5%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$380K +$755 +10 +0.2%
AWM
48
Avaii Wealth Management
Wisconsin
$379K -$178K -2,359 -32%
KSWA
49
Kathleen S. Wright Associates
Pennsylvania
$367K – – –
EFS
50
Essex Financial Services
Connecticut
$319K +$319K +4,226 New
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