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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

109 hedge funds and large institutions have $624M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
38
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$65.9M
2
SFS
Strategic Financial Services
New York
$39.6M
3
M&T Bank
M&T Bank
New York
$14.9M
4
Goldman Sachs
Goldman Sachs
New York
$11M
5
Osaic Holdings
Osaic Holdings
Arizona
$6.44M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$45.5M
2
Jane Street
Jane Street
New York
$0
3
Wells Fargo
Wells Fargo
California
$18.6M
4
VF
Virtu Financial
New York
$0
5
IF
Ironwood Financial
Arizona
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$3.34M -$178K -1,869 -5%
UBS Group
27
UBS Group
Switzerland
$3.03M +$33K +346 +1%
FFA
28
Farther Finance Advisors
California
$2.72M +$290K +3,046 +12%
Mariner
29
Mariner
Kansas
$2.69M -$42.7K -448 -2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.61M +$331K +3,470 +15%
SCA
31
Snowden Capital Advisors
New York
$2.61M +$2.61M +27,322 New
BSB
32
Bangor Savings Bank
Maine
$2.3M +$950K +9,958 +70%
EWM
33
Elmwood Wealth Management
California
$2.07M +$129K +1,355 +7%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$2.05M +$649K +6,808 +46%
Bessemer Group
35
Bessemer Group
New Jersey
$1.85M – – –
JWBC
36
John W. Brooker & Co
California
$1.8M +$286 +3 +0%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.66M +$61.4K +644 +4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.54M -$20.3K -213 -1%
SRC
39
Shufro Rose & Co
New York
$1.54M -$312K -3,267 -17%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$428K +4,484 +39%
Raymond James Financial
41
Raymond James Financial
Florida
$1.44M +$1.44M +15,051 New
BFWA
42
Benchmark Financial Wealth Advisors
Florida
$1.39M -$23.9K -251 -2%
AGP
43
Aspire Growth Partners
Florida
$1.36M +$1.36M +14,104 New
WLPWM
44
Walled Lake Planning & Wealth Management
Illinois
$1.33M -$157K -1,647 -11%
WMG
45
WESCAP Management Group
California
$1.19M – – –
EDRH
46
Edmond de Rothschild Holding
Switzerland
$1.14M – – –
SHJ
47
Sharkey, Howes & Javer
Colorado
$1.14M – – –
PA
48
Parallel Advisors
California
$1.02M +$668 +7 +0.1%
GF
49
Goodman Financial
Texas
$932K +$932K +9,773 New
GRP
50
Global Retirement Partners
California
$906K +$68.6K +719 +8%
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