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iShares MSCI USA Equal Weighted ETF

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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $180M → $208M (+$27.8M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

8% more funds holding

Funds holding: 6671 (+5)

1.79% more ownership

Funds ownership: 49.56%51.35% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
Aspiriant LLC
California
$288K +$287K +3,949 New
RWG
52
Regal Wealth Group
California
$264K +$727 +10 +0.3%
Creative Planning
53
Creative Planning
Kansas
$253K +$252K +3,467 New
TRCT
54
Tower Research Capital (TRC)
New York
$243K -$199K -2,744 -45%
CAL
55
Capital Analysts LLC
Pennsylvania
$196K
CCA
56
Column Capital Advisors
Indiana
$182K +$31.1K +428 +21%
HS
57
Horan Securities
United States
$134K
FWP
58
FAS Wealth Partners
Kansas
$131K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$125K -$47.7K -656 -28%
CWP
60
Concord Wealth Partners
Virginia
$72.9K +$72.7K +1,000 New
KIA
61
Kraematon Investment Advisors
Massachusetts
$63.5K +$63.2K +870 New
JP Morgan Chase
62
JP Morgan Chase
New York
$56K +$56.2K +774 New
CFGS
63
Concourse Financial Group Securities
Alabama
$47.2K +$363 +5 +0.8%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$44K -$3.27K -45 -7%
William Blair & Company
65
William Blair & Company
Illinois
$27.6K
NA
66
NewEdge Advisors
Louisiana
$19.9K +$19.8K +273 New
PMFA
67
Plante Moran Financial Advisors
Michigan
$12.1K +$12.1K +166 New
ASN
68
Advisory Services Network
Georgia
$11.3K +$11.3K +155 New
GRP
69
Global Retirement Partners
California
$5.11K
GWS
70
Glassman Wealth Services
Virginia
$1.31K
BlackRock
71
BlackRock
New York
$802
OWA
72
Outlook Wealth Advisors
Texas
-$933K -13,971 Closed
WFAG
73
Wescott Financial Advisory Group
Pennsylvania
-$298K -4,457 Closed
TWC
74
TD Waterhouse Canada
Ontario, Canada
-$259K -3,773 Closed
Truist Financial
75
Truist Financial
North Carolina
-$230K -3,437 Closed