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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

77 hedge funds and large institutions have $274M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.2M
2
AWA
2
Arkadios Wealth Advisors
Georgia
$20.5M
3
WWM
3
WJ Wealth Management
Arizona
$7.06M
4
HCA
4
Heck Capital Advisors
Wisconsin
$4.93M
5
LPL Financial
5
LPL Financial
California
$9.02M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$0
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$370K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$866K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Elmwood Wealth Management
California
$1.25M +$13.2K +175 +1%
Goldman Sachs
27
Goldman Sachs
New York
$1.19M – – –
SHJ
28
Sharkey, Howes & Javer
Colorado
$1.08M +$1.08M +14,300 New
WMG
29
WESCAP Management Group
California
$898K -$4.66K -62 -0.5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$866K -$1.14M -15,156 -57%
FFA
31
Farther Finance Advisors
California
$833K +$833K +11,073 New
PA
32
Parallel Advisors
California
$832K -$57.5K -764 -6%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$828K +$828K +11,007 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$795K +$199K +2,648 +33%
CF
35
Centaurus Financial
California
$724K -$9.17K -122 -1%
MAM
36
McLean Asset Management
Virginia
$688K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$671K +$87.6K +1,165 +15%
CGA
38
Crescent Grove Advisors
Illinois
$653K – – –
CA
39
Cetera Advisors
Colorado
$630K – – –
YIA
40
YHB Investment Advisors
Connecticut
$579K – – –
William Blair & Company
41
William Blair & Company
Illinois
$539K +$752 +10 +0.1%
CAN
42
Cetera Advisor Networks
California
$523K +$23.4K +311 +5%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$437K -$3.38K -45 -0.8%
WANY
44
Wealthspire Advisors (New York)
New York
$435K – – –
GRP
45
Global Retirement Partners
California
$419K +$184K +2,484 +78%
GA
46
GSG Advisors
New Jersey
$381K +$381K +5,069 New
Osaic Holdings
47
Osaic Holdings
Arizona
$378K -$242K -3,221 -39%
CWM
48
Cornerstone Wealth Management
Missouri
$375K -$7.97K -106 -2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$370K -$1.84M -24,500 -83%
KSWA
50
Kathleen S. Wright Associates
Pennsylvania
$365K – – –
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