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iShares MSCI USA Equal Weighted ETF

71 hedge funds and large institutions have $191M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.92% less ownership

Funds ownership: 50.15%49.23% (-0.92%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

20% less capital invested

Capital invested by funds: $238M → $191M (-$47.4M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
8
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$221K -$9.58K -124 -4%
CAL
52
Capital Analysts LLC
Pennsylvania
$190K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$179K
CCA
54
Column Capital Advisors
Indiana
$146K
HS
55
Horan Securities
United States
$131K
FWP
56
FAS Wealth Partners
Kansas
$127K
SWM
57
Spire Wealth Management
Virginia
$79K +$77 +1 +0.1%
CWP
58
Concord Wealth Partners
Virginia
$71K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$56K -$16K -207 -21%
CFGS
60
Concourse Financial Group Securities
Alabama
$48K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$42K
BDWM
62
Brewin Dolphin Wealth Management
Ireland
$32K -$12K -155 -25%
William Blair & Company
63
William Blair & Company
Illinois
$25K +$27.7K +359 New
AW
64
ACG Wealth
Georgia
$16K +$17.4K +225 New
APA
65
American Portfolios Advisors
New York
$5.86K
GRP
66
Global Retirement Partners
California
$5K
GWM
67
Geneos Wealth Management
Colorado
$2K
VVP
68
Venture Visionary Partners
Ohio
$1.98K +$2.16K +28 New
IAIM
69
International Assets Investment Management
Florida
$1.11K +$2.4M +31,085 New
BlackRock
70
BlackRock
New York
$1K
GWS
71
Glassman Wealth Services
Virginia
$1K
PCG
72
Private Capital Group
Connecticut
-$491K -5,789 Closed
VT
73
Vise Technologies
New York
-$218K -2,572 Closed
TCA
74
Transcend Capital Advisors
New Jersey
-$205K -2,420 Closed
TRCT
75
Tower Research Capital (TRC)
New York
-$172K -2,024 Closed