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iShares MSCI USA Equal Weighted ETF

97 hedge funds and large institutions have $427M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2.49% less ownership

Funds ownership: 61.51%59.03% (-2.5%)

3% less funds holding

Funds holding: 10097 (-3)

9% less capital invested

Capital invested by funds: $467M → $427M (-$40.1M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
33
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elmwood Wealth Management
California
$2.03M +$125K +1,415 +7%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.81M +$116K +1,319 +7%
FFA
28
Farther Finance Advisors
California
$1.79M +$376K +4,258 +26%
SRC
29
Shufro Rose & Co
New York
$1.72M +$1.5K +17 +0.1%
Bessemer Group
30
Bessemer Group
New Jersey
$1.71M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.69M -$192K -2,176 -10%
JWBC
32
John W. Brooker & Co
California
$1.67M -$1.59K -18 -0.1%
IFG
33
Independent Financial Group
California
$1.52M +$128K +1,448 +9%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.48M -$28.9K -328 -2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.48M +$128K +1,454 +10%
WLPWM
36
Walled Lake Planning & Wealth Management
Illinois
$1.43M -$9.31M -105,494 -87%
BFWA
37
Benchmark Financial Wealth Advisors
Florida
$1.43M +$53K +601 +4%
SHJ
38
Sharkey, Howes & Javer
Colorado
$1.37M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$6.44K -73 -0.5%
BSB
40
Bangor Savings Bank
Maine
$1.25M +$244K +2,770 +24%
WMG
41
WESCAP Management Group
California
$1.1M
PA
42
Parallel Advisors
California
$1.06M -$4.32K -49 -0.4%
EDRH
43
Edmond de Rothschild Holding
Switzerland
$1.06M +$221K +2,500 +26%
DWM
44
Drive Wealth Management
Utah
$1.03M +$3.88K +44 +0.4%
PA
45
PFG Advisors
Arizona
$1.02M -$98.7K -1,119 -9%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$936K -$2.35M -26,654 -72%
Cerity Partners
47
Cerity Partners
New York
$913K +$913K +10,350 New
Osaic Holdings
48
Osaic Holdings
Arizona
$884K +$32.4K +367 +4%
MAM
49
McLean Asset Management
Virginia
$807K
CF
50
Centaurus Financial
California
$798K -$19.2K -218 -2%