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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

88 hedge funds and large institutions have $398M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
32
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$42M
2
Morgan Stanley
2
Morgan Stanley
New York
$68.7M
3
Bank of America
3
Bank of America
North Carolina
$63.4M
4
Northern Trust
4
Northern Trust
Illinois
$4.38M
5
RJA
5
Raymond James & Associates
Florida
$3.29M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$0
2
HCA
2
Heck Capital Advisors
Wisconsin
$3.88K
3
LPL Financial
3
LPL Financial
California
$5.82M
4
RPCA
4
Running Point Capital Advisors
California
$7.55M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.96M 23,194 +14,267 +160%
NSB
27
Norway Savings Bank
Maine
$1.86M 22,066 +382 +2%
Bessemer Group
28
Bessemer Group
New Jersey
$1.64M 19,400 – –
JWBC
29
John W. Brooker & Co
California
$1.6M 18,947 +6 +0%
BFWA
30
Benchmark Financial Wealth Advisors
Florida
$1.4M 16,622 -1,037 -6%
SRC
31
Shufro Rose & Co
New York
$1.4M 18,648 – –
SHJ
32
Sharkey, Howes & Javer
Colorado
$1.31M 15,545 +1,245 +9%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.27M 14,990 +14,300 +2,072%
PA
34
PFG Advisors
Arizona
$1.24M 14,660 -2,187 -13%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.18M 14,002 +2,995 +27%
FFA
36
Farther Finance Advisors
California
$1.14M 13,486 +2,413 +22%
WMG
37
WESCAP Management Group
California
$1.06M 12,550 +604 +5%
PA
38
Parallel Advisors
California
$1.02M 12,055 +998 +9%
CF
39
Centaurus Financial
California
$811K 9,599 -31 -0.3%
EDRH
40
Edmond de Rothschild Holding
Switzerland
$802K 9,500 +9,500 New
MAM
41
McLean Asset Management
Virginia
$754K 9,095 – –
WP
42
WealthSource Partners
California
$697K 8,250 +8,250 New
CAL
43
Capital Analysts LLC
Pennsylvania
$683K 8,086 +5,397 +201%
CA
44
Cetera Advisors
Colorado
$664K 7,863 -511 -6%
YIA
45
YHB Investment Advisors
Connecticut
$650K 7,700 – –
GRP
46
Global Retirement Partners
California
$625K 7,560 +1,894 +33%
CAN
47
Cetera Advisor Networks
California
$617K 7,308 +361 +5%
William Blair & Company
48
William Blair & Company
Illinois
$596K 7,054 -115 -2%
Citigroup
49
Citigroup
New York
$535K 6,332 +6,332 New
FF
50
Farrell Financial
New York
$507K 6,721 +6,721 New
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