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iShares MSCI USA Equal Weighted ETF

100 hedge funds and large institutions have $467M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more capital invested

Capital invested by funds: $399M → $467M (+$68.3M)

12% more funds holding

Funds holding: 89100 (+11)

1.11% less ownership

Funds ownership: 62.63%61.51% (-1.1%)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
17
Increased
41
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.57M -$236K -2,747 -9%
Goldman Sachs
27
Goldman Sachs
New York
$2.45M +$195K +2,266 +9%
Mariner
28
Mariner
Kansas
$2.09M -$126K -1,469 -6%
NSB
29
Norway Savings Bank
Maine
$2.03M +$19.8K +230 +1%
EWM
30
Elmwood Wealth Management
California
$1.96M +$1.35M +15,636 +265%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.94M -$166K -1,929 -8%
SRC
32
Shufro Rose & Co
New York
$1.77M +$66.5K +772 +4%
Bessemer Group
33
Bessemer Group
New Jersey
$1.76M
JP Morgan Chase
34
JP Morgan Chase
New York
$1.74M -$373K -4,338 -18%
JWBC
35
John W. Brooker & Co
California
$1.72M -$4.13K -48 -0.3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.56M +$1.27M +14,755 +619%
FFA
37
Farther Finance Advisors
California
$1.46M +$230K +2,673 +20%
IFG
38
Independent Financial Group
California
$1.43M +$176K +2,047 +15%
BFWA
39
Benchmark Financial Wealth Advisors
Florida
$1.42M -$88.8K -1,031 -6%
SHJ
40
Sharkey, Howes & Javer
Colorado
$1.41M
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.39M +$23.7K +275 +2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.34M +$66K +767 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$1.28M +$1.21M +14,019 New
PA
44
PFG Advisors
Arizona
$1.16M -$167K -1,941 -13%
WMG
45
WESCAP Management Group
California
$1.14M -$5.25K -61 -0.5%
PA
46
Parallel Advisors
California
$1.1M +$2.84K +33 +0.3%
DWM
47
Drive Wealth Management
Utah
$1.05M +$629K +7,312 +171%
BSB
48
Bangor Savings Bank
Maine
$1.04M +$477K +5,540 +94%
Osaic Holdings
49
Osaic Holdings
Arizona
$877K +$468K +5,437 +129%
EDRH
50
Edmond de Rothschild Holding
Switzerland
$864K

EUSA Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2024, worth a combined $467M — up 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EUSA positions and 4 closed out — a net gain of 13 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Henshaw Capital, opening a new position worth an estimated $48.7M. The largest seller was Morgan Stanley, cutting an estimated $45.8M.

  • 100 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $467M of iShares MSCI USA Equal Weighted ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 17 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2024 and 4 closed out, a net change of +13 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2024 was Henshaw Capital, an estimated $48.7M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2024.