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iShares MSCI USA Equal Weighted ETF

89 hedge funds and large institutions have $399M 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, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

45% more capital invested

Capital invested by funds: $276M → $399M (+$123M)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

14% more funds holding

Funds holding: 7889 (+11)

8.74% more ownership

Funds ownership: 53.89%62.63% (+8.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.3%
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
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.96M +$1.1M +14,267 +160%
NSB
27
Norway Savings Bank
Maine
$1.86M +$29.5K +382 +2%
Bessemer Group
28
Bessemer Group
New Jersey
$1.64M
JWBC
29
John W. Brooker & Co
California
$1.6M +$464 +6 +0%
BFWA
30
Benchmark Financial Wealth Advisors
Florida
$1.4M -$80.1K -1,037 -6%
SRC
31
Shufro Rose & Co
New York
$1.4M
SHJ
32
Sharkey, Howes & Javer
Colorado
$1.31M +$96.2K +1,245 +9%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.27M +$1.11M +14,300 +2,072%
PA
34
PFG Advisors
Arizona
$1.24M -$169K -2,187 -13%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$231K +2,995 +27%
IFG
36
Independent Financial Group
California
$1.15M -$98.5K -1,275 -9%
FFA
37
Farther Finance Advisors
California
$1.14M +$186K +2,413 +22%
WMG
38
WESCAP Management Group
California
$1.06M +$46.7K +604 +5%
PA
39
Parallel Advisors
California
$1.02M +$77.1K +998 +9%
CF
40
Centaurus Financial
California
$811K -$2.4K -31 -0.3%
EDRH
41
Edmond de Rothschild Holding
Switzerland
$802K +$734K +9,500 New
MAM
42
McLean Asset Management
Virginia
$754K
WP
43
WealthSource Partners
California
$697K +$638K +8,250 New
CAL
44
Capital Analysts LLC
Pennsylvania
$683K +$417K +5,397 +201%
CA
45
Cetera Advisors
Colorado
$664K -$39.5K -511 -6%
YIA
46
YHB Investment Advisors
Connecticut
$650K
GRP
47
Global Retirement Partners
California
$625K +$146K +1,894 +33%
CAN
48
Cetera Advisor Networks
California
$617K +$27.9K +361 +5%
William Blair & Company
49
William Blair & Company
Illinois
$596K -$8.89K -115 -2%
Citigroup
50
Citigroup
New York
$535K +$489K +6,332 New