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iShares MSCI USA Equal Weighted ETF

71 hedge funds and large institutions have $254M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $236M → $254M (+$17.6M)

2.43% more ownership

Funds ownership: 52.64%55.07% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 7271 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
17
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$1.47M -$50.4K -670 -3%
BFWA
27
Benchmark Financial Wealth Advisors
Florida
$1.39M -$41.3K -548 -3%
EWM
28
Elmwood Wealth Management
California
$1.29M -$35.8K -475 -3%
Goldman Sachs
29
Goldman Sachs
New York
$1.25M
WMG
30
WESCAP Management Group
California
$946K -$65K -864 -7%
PA
31
Parallel Advisors
California
$932K -$740K -9,834 -45%
CF
32
Centaurus Financial
California
$768K -$1.3M -17,275 -64%
MAM
33
McLean Asset Management
Virginia
$717K
CGA
34
Crescent Grove Advisors
Illinois
$681K +$24.6K +327 +4%
CA
35
Cetera Advisors
Colorado
$660K
Osaic Holdings
36
Osaic Holdings
Arizona
$650K -$176K -2,336 -22%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$625K +$220K +2,928 +59%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$612K -$1.92M -25,485 -77%
YIA
39
YHB Investment Advisors
Connecticut
$607K
William Blair & Company
40
William Blair & Company
Illinois
$564K
CAN
41
Cetera Advisor Networks
California
$523K +$5.65K +75 +1%
Citadel Advisors
42
Citadel Advisors
Florida
$521K -$2.71M -36,028 -84%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$462K
WANY
44
Wealthspire Advisors (New York)
New York
$456K
SPC
45
Sigma Planning Corp
Michigan
$435K +$416K +5,525 New
CWM
46
Cornerstone Wealth Management
Missouri
$401K +$383K +5,089 New
KSWA
47
Kathleen S. Wright Associates
Pennsylvania
$383K
WP
48
WealthShield Partners
North Carolina
$336K -$64.7K -860 -17%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$322K -$1.8M -23,921 -85%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$313K +$10.3K +137 +4%