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iShares MSCI USA Equal Weighted ETF

66 hedge funds and large institutions have $180M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.33% more ownership

Funds ownership: 49.23%49.56% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less capital invested

Capital invested by funds: $191M → $180M (-$10.7M)

7% less funds holding

Funds holding: 7166 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
27
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$230K +$23.1K +310 +10%
CAL
52
Capital Analysts LLC
Pennsylvania
$180K
CCM
53
Covington Capital Management
California
$168K -$120K -1,605 -39%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$159K -$12.2K -164 -6%
CCA
55
Column Capital Advisors
Indiana
$138K
HS
56
Horan Securities
United States
$123K
FWP
57
FAS Wealth Partners
Kansas
$120K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$43K -$10.5K -141 -18%
CFGS
59
Concourse Financial Group Securities
Alabama
$43K -$2.83K -38 -6%
William Blair & Company
60
William Blair & Company
Illinois
$25K +$1.49K +20 +6%
APA
61
American Portfolios Advisors
New York
$5.54K
GRP
62
Global Retirement Partners
California
$5K
FHC
63
First Heartland Consultants
Missouri
$2.02K +$22.3K +299 +1%
BlackRock
64
BlackRock
New York
$1K
GWS
65
Glassman Wealth Services
Virginia
$1K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$8 +$6.63K +89 New
AIM
67
Astor Investment Management
Illinois
-$8.19M -115,931 Closed
Ameriprise
68
Ameriprise
Minnesota
-$6.88M -97,357 Closed
IAIM
69
International Assets Investment Management
Florida
-$1.11K -31,085 Closed
IWC
70
Integrated Wealth Concepts
Massachusetts
-$231K -3,273 Closed
SWM
71
Spire Wealth Management
Virginia
-$79K -1,123 Closed
CWP
72
Concord Wealth Partners
Virginia
-$71K -1,000 Closed
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
-$42K -596 Closed
AW
74
ACG Wealth
Georgia
-$16K -225 Closed
GWM
75
Geneos Wealth Management
Colorado
-$2K -40 Closed