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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

71 hedge funds and large institutions have $208M invested in iShares MSCI USA Equal Weighted ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WLPWM
1
Walled Lake Planning & Wealth Management
Illinois
$4.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
Bank of America
3
Bank of America
North Carolina
$9.19M
4
CF
4
Centaurus Financial
California
$2.1M
5
AWA
5
Arkadios Wealth Advisors
Georgia
$10.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.6M
3
OWA
3
Outlook Wealth Advisors
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$634K
5
IF
5
Ironwood Financial
Arizona
$9.74M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$288K 3,949 +3,949 New
RWG
52
Regal Wealth Group
California
$264K 3,623 +10 +0.3%
Creative Planning
53
Creative Planning
Kansas
$253K 3,467 +3,467 New
TRCT
54
Tower Research Capital (TRC)
New York
$243K 3,334 -2,744 -45%
CAL
55
Capital Analysts LLC
Pennsylvania
$196K 2,689 – –
CCA
56
Column Capital Advisors
Indiana
$182K 2,493 +428 +21%
HS
57
Horan Securities
United States
$134K 1,836 – –
FWP
58
FAS Wealth Partners
Kansas
$131K 1,800 – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$125K 1,718 -656 -28%
CWP
60
Concord Wealth Partners
Virginia
$72.9K 1,000 +1,000 New
KIA
61
Kraematon Investment Advisors
Massachusetts
$63.5K 870 +870 New
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$56K 774 +774 New
CFGS
63
Concourse Financial Group Securities
Alabama
$47.2K 647 +5 +0.8%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$44K 604 -45 -7%
William Blair & Company
65
William Blair & Company
Illinois
$27.6K 379 – –
NA
66
NewEdge Advisors
Louisiana
$19.9K 273 +273 New
PMFA
67
Plante Moran Financial Advisors
Michigan
$12.1K 166 +166 New
ASN
68
Advisory Services Network
Georgia
$11.3K 155 +155 New
GRP
69
Global Retirement Partners
California
$5.11K 70 – –
GWS
70
Glassman Wealth Services
Virginia
$1.31K 18 – –
BlackRock
71
BlackRock
New York
$802 11 – –
OWA
72
Outlook Wealth Advisors
Texas
– – -13,971 Closed
WFAG
73
Wescott Financial Advisory Group
Pennsylvania
– – -4,457 Closed
TWC
74
TD Waterhouse Canada
Ontario, Canada
– – -3,773 Closed
Truist Financial
75
Truist Financial
North Carolina
– – -3,437 Closed
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