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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

71 hedge funds and large institutions have $254M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
7
Increased
17
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.5M
2
WLPWM
2
Walled Lake Planning & Wealth Management
Illinois
$8.34M
3
DIA
3
Davidson Investment Advisors
Montana
$16.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.94M
5
FTUS
5
Flow Traders U.S.
New York
$1.51M

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$27M
2
P
2
Palladiem
Pennsylvania
$7.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$521K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$612K
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$311K – – –
DWM
52
Drive Wealth Management
Utah
$298K +$298K +3,780 New
RWG
53
Regal Wealth Group
California
$279K -$4.77K -61 -2%
TRCT
54
Tower Research Capital (TRC)
New York
$276K -$422K -5,353 -60%
GRP
55
Global Retirement Partners
California
$251K +$245K +3,112 +4,446%
AWM
56
Avaii Wealth Management
Wisconsin
$248K -$148K -1,874 -37%
TCA
57
Transcend Capital Advisors
New Jersey
$233K +$158 +2 +0.1%
OHWP
58
Oak Harbor Wealth Partners
North Carolina
$223K – – –
CAL
59
Capital Analysts LLC
Pennsylvania
$212K – – –
CCA
60
Column Capital Advisors
Indiana
$196K – – –
HS
61
Horan Securities
United States
$145K – – –
FWP
62
FAS Wealth Partners
Kansas
$142K – – –
CWP
63
Concord Wealth Partners
Virginia
$118K – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$59.9K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$51K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$47.4K – – –
CSWM
67
Cassady Schiller Wealth Management
Ohio
$39.4K +$39.4K +500 New
WOSD
68
WFA of San Diego
California
$13K +$13K +165 New
APC
69
Aspire Private Capital
North Carolina
$6.59K +$78 +1 +1%
CIA
70
Cape Investment Advisory
Georgia
$6.54K – – –
GWS
71
Glassman Wealth Services
Virginia
$1.42K – – –
Jane Street
72
Jane Street
New York
– -$1.05M -13,842 Closed
LAI
73
Legal Advantage Investments
California
– -$651K -8,613 Closed
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
– -$380K -5,031 Closed
EFS
75
Essex Financial Services
Connecticut
– -$319K -4,226 Closed
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