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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

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
Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.12%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.5M
2
WLPWM
2
Walled Lake Planning & Wealth Management
Illinois
$8.34M
3
DIA
3
Davidson Investment Advisors
Montana
$16.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.94M
5
FTUS
5
Flow Traders U.S.
New York
$1.51M

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$27M
2
P
2
Palladiem
Pennsylvania
$7.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$521K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$612K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$1.47M -$52.8K -670 -3%
BFWA
27
Benchmark Financial Wealth Advisors
Florida
$1.39M -$43.2K -548 -3%
EWM
28
Elmwood Wealth Management
California
$1.29M -$37.4K -475 -3%
Goldman Sachs
29
Goldman Sachs
New York
$1.25M – – –
WMG
30
WESCAP Management Group
California
$946K -$68.1K -864 -7%
PA
31
Parallel Advisors
California
$932K -$775K -9,834 -45%
CF
32
Centaurus Financial
California
$768K -$1.36M -17,275 -64%
MAM
33
McLean Asset Management
Virginia
$717K – – –
CGA
34
Crescent Grove Advisors
Illinois
$681K +$25.8K +327 +4%
CA
35
Cetera Advisors
Colorado
$660K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$650K -$184K -2,336 -22%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$625K +$231K +2,928 +59%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$612K -$2.01M -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 +$5.91K +75 +1%
Citadel Advisors
42
Citadel Advisors
Florida
$521K -$2.84M -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 +$435K +5,525 New
CWM
46
Cornerstone Wealth Management
Missouri
$401K +$401K +5,089 New
KSWA
47
Kathleen S. Wright Associates
Pennsylvania
$383K – – –
WP
48
WealthShield Partners
North Carolina
$336K -$67.8K -860 -17%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$322K -$1.89M -23,921 -85%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$313K +$10.8K +137 +4%
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