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iShares MSCI USA Equal Weighted ETF

70 hedge funds and large institutions have $238M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7070 (0)

1.33% less ownership

Funds ownership: 51.48%50.15% (-1.3%)

7% less capital invested

Capital invested by funds: $255M → $238M (-$16.9M)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
9
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$215K -$3.27K -39 -2%
TCA
52
Transcend Capital Advisors
New Jersey
$205K +$203K +2,420 New
CCA
53
Column Capital Advisors
Indiana
$175K
TRCT
54
Tower Research Capital (TRC)
New York
$172K -$77.2K -919 -31%
HS
55
Horan Securities
United States
$156K
FWP
56
FAS Wealth Partners
Kansas
$153K
SWM
57
Spire Wealth Management
Virginia
$95K -$25.9K -308 -22%
CWP
58
Concord Wealth Partners
Virginia
$85K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$84K +$38K +452 +83%
CFGS
60
Concourse Financial Group Securities
Alabama
$58K
BDWM
61
Brewin Dolphin Wealth Management
Ireland
$52K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$51K
T
63
TCWP
Ohio
$26K +$26.7K +318 New
PA
64
Parallel Advisors
California
$11K +$10.5K +125 New
PFS
65
Prospera Financial Services
Texas
$11K +$11K +131 New
APA
66
American Portfolios Advisors
New York
$7.04K +$1.43K +17 +26%
GRP
67
Global Retirement Partners
California
$5K +$5.88K +70 New
GWM
68
Geneos Wealth Management
Colorado
$3K
GWS
69
Glassman Wealth Services
Virginia
$2K
BlackRock
70
BlackRock
New York
$1K
PA
71
PFG Advisors
Arizona
-$3M -33,518 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$2.2M -24,618 Closed
Goldman Sachs
73
Goldman Sachs
New York
-$662K -7,400 Closed
DTC
74
Davidson Trust Company
Washington
-$395K -4,410 Closed
GF
75
Goodman Financial
Texas
-$382K -4,270 Closed