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iShares MSCI USA Equal Weighted ETF

78 hedge funds and large institutions have $276M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7178 (+7)

9% more capital invested

Capital invested by funds: $254M → $276M (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.18% less ownership

Funds ownership: 55.07%53.89% (-1.2%)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
24
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elmwood Wealth Management
California
$1.25M +$13.8K +175 +1%
Goldman Sachs
27
Goldman Sachs
New York
$1.19M
IFG
28
Independent Financial Group
California
$1.12M +$1.18M +14,949 New
SHJ
29
Sharkey, Howes & Javer
Colorado
$1.08M +$1.13M +14,300 New
WMG
30
WESCAP Management Group
California
$898K -$4.9K -62 -0.5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$866K -$1.2M -15,156 -57%
FFA
32
Farther Finance Advisors
California
$833K +$874K +11,073 New
PA
33
Parallel Advisors
California
$832K -$60.3K -764 -6%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$828K +$869K +11,007 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$795K +$209K +2,648 +33%
CF
36
Centaurus Financial
California
$724K -$9.63K -122 -1%
MAM
37
McLean Asset Management
Virginia
$688K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$671K +$92K +1,165 +15%
CGA
39
Crescent Grove Advisors
Illinois
$653K
CA
40
Cetera Advisors
Colorado
$630K
YIA
41
YHB Investment Advisors
Connecticut
$579K
William Blair & Company
42
William Blair & Company
Illinois
$539K +$790 +10 +0.1%
CAN
43
Cetera Advisor Networks
California
$523K +$24.6K +311 +5%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$437K -$3.55K -45 -0.8%
WANY
45
Wealthspire Advisors (New York)
New York
$435K
GRP
46
Global Retirement Partners
California
$419K +$196K +2,484 +78%
GA
47
GSG Advisors
New Jersey
$381K +$400K +5,069 New
Osaic Holdings
48
Osaic Holdings
Arizona
$378K -$254K -3,221 -39%
CWM
49
Cornerstone Wealth Management
Missouri
$375K -$8.37K -106 -2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$370K -$1.93M -24,500 -83%