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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

72 hedge funds and large institutions have $236M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% 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
8
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$27.7M
2
DIA
Davidson Investment Advisors
Montana
$13.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.51M
5
AWA
Arkadios Wealth Advisors
Georgia
$12.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.4M
2
DADC
D.A. Davidson & Co
Montana
$28.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$799K
4
Wells Fargo
Wells Fargo
California
$3.79M
5
AssetMark Inc
AssetMark Inc
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$298K – – –
RJFSA
52
Raymond James Financial Services Advisors
Florida
$290K -$22.8K -302 -7%
RWG
53
Regal Wealth Group
California
$275K +$758 +10 +0.3%
Creative Planning
54
Creative Planning
Kansas
$260K -$1.51K -20 -0.6%
TCA
55
Transcend Capital Advisors
New Jersey
$223K +$223K +2,949 New
OHWP
56
Oak Harbor Wealth Partners
North Carolina
$214K -$93.1K -1,232 -30%
CAL
57
Capital Analysts LLC
Pennsylvania
$203K – – –
CCA
58
Column Capital Advisors
Indiana
$188K – – –
HS
59
Horan Securities
United States
$139K – – –
FWP
60
FAS Wealth Partners
Kansas
$136K – – –
CWP
61
Concord Wealth Partners
Virginia
$113K +$37.8K +500 +50%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$57.4K -$1.06K -14 -2%
CFGS
63
Concourse Financial Group Securities
Alabama
$48.9K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$45.4K -$151 -2 -0.3%
AAS
65
Ameritas Advisory Services
Nebraska
$30.2K +$30.2K +400 New
ASN
66
Advisory Services Network
Georgia
$11.7K – – –
APC
67
Aspire Private Capital
North Carolina
$6.3K +$6.3K +83 New
CIA
68
Cape Investment Advisory
Georgia
$6.27K +$6.27K +83 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$5.67K +$5.67K +75 New
GRP
70
Global Retirement Partners
California
$5.16K – – –
GWS
71
Glassman Wealth Services
Virginia
$1.36K – – –
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$377 -$47 -628 -11%
AssetMark Inc
73
AssetMark Inc
California
– -$1.17M -15,983 Closed
SB
74
Strategic Blueprint
Georgia
– -$919K -12,600 Closed
ICG
75
InterOcean Capital Group
Tennessee
– -$801K -10,976 Closed
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