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iShares MSCI USA Equal Weighted ETF

95 hedge funds and large institutions have $539M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $427M → $539M (+$112M)

4.62% more ownership

Funds ownership: 59.03%63.65% (+4.6%)

2% less funds holding

Funds holding: 9795 (-2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
26
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elmwood Wealth Management
California
$1.94M -$242K -2,649 -12%
Citigroup
27
Citigroup
New York
$1.89M +$1.28M +14,021 +243%
Bessemer Group
28
Bessemer Group
New Jersey
$1.86M
JWBC
29
John W. Brooker & Co
California
$1.8M -$4.48K -49 -0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.74M -$82.7K -904 -5%
SRC
31
Shufro Rose & Co
New York
$1.72M
VF
32
Virtu Financial
New York
$1.66M +$1.58M +17,325 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.61M +$6.77K +74 +0.4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.57M -$38.1K -417 -2%
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$1.5M -$55.2K -604 -4%
DWA
36
Delta Wealth Advisors
Indiana
$1.46M -$5.03M -55,034 -78%
BFWA
37
Benchmark Financial Wealth Advisors
Florida
$1.42M -$126K -1,381 -9%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.41M
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.39M +$356K +3,894 +37%
BSB
40
Bangor Savings Bank
Maine
$1.36M
WMG
41
WESCAP Management Group
California
$1.2M
EDRH
42
Edmond de Rothschild Holding
Switzerland
$1.15M
SHJ
43
Sharkey, Howes & Javer
Colorado
$1.14M -$331K -3,620 -23%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$4.21M -46,013 -80%
PA
45
Parallel Advisors
California
$1.03M -$121K -1,327 -11%
CWM
46
Congress Wealth Management
Massachusetts
$915K +$442K +4,832 +102%
PA
47
PFG Advisors
Arizona
$909K -$193K -2,107 -18%
Cerity Partners
48
Cerity Partners
New York
$903K -$84K -918 -9%
MAM
49
McLean Asset Management
Virginia
$869K
OIA
50
OneDigital Investment Advisors
Kansas
$848K