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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

97 hedge funds and large institutions have $408M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+9
Holders Change %
+10.23%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
40
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avaii Wealth Management
Wisconsin
$10.4M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$10M
3
BlackRock
BlackRock
New York
$8.43M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$49.9M
5
DIA
Davidson Investment Advisors
Montana
$26.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$25.6M
2
Bank of America
Bank of America
North Carolina
$47.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.39M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74M
5
AL
Aspiriant LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.09M -$134K -1,469 -6%
NSB
27
Norway Savings Bank
Maine
$2.03M +$20.9K +230 +1%
EWM
28
Elmwood Wealth Management
California
$1.96M +$1.42M +15,636 +265%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.94M -$176K -1,929 -8%
SRC
30
Shufro Rose & Co
New York
$1.77M +$70.2K +772 +4%
Bessemer Group
31
Bessemer Group
New Jersey
$1.77M – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.74M -$395K -4,338 -18%
JWBC
33
John W. Brooker & Co
California
$1.72M -$4.37K -48 -0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.56M +$1.34M +14,755 +619%
FFA
35
Farther Finance Advisors
California
$1.46M +$242K +2,673 +20%
BFWA
36
Benchmark Financial Wealth Advisors
Florida
$1.42M -$93.8K -1,031 -6%
SHJ
37
Sharkey, Howes & Javer
Colorado
$1.41M – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.39M +$25K +275 +2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.34M +$69.8K +767 +5%
Citadel Advisors
40
Citadel Advisors
Florida
$1.28M +$1.28M +14,019 New
PA
41
PFG Advisors
Arizona
$1.16M -$177K -1,941 -13%
WMG
42
WESCAP Management Group
California
$1.14M -$5.55K -61 -0.5%
PA
43
Parallel Advisors
California
$1.1M +$3K +33 +0.3%
DWM
44
Drive Wealth Management
Utah
$1.05M +$665K +7,312 +171%
BSB
45
Bangor Savings Bank
Maine
$1.04M +$504K +5,540 +94%
Osaic Holdings
46
Osaic Holdings
Arizona
$877K +$495K +5,437 +129%
EDRH
47
Edmond de Rothschild Holding
Switzerland
$864K – – –
CF
48
Centaurus Financial
California
$843K -$30.9K -339 -4%
MAM
49
McLean Asset Management
Virginia
$819K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$736K – – –
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