EUSA icon

iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

77 hedge funds and large institutions have $274M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.2M
2
AWA
2
Arkadios Wealth Advisors
Georgia
$20.5M
3
WWM
3
WJ Wealth Management
Arizona
$7.06M
4
HCA
4
Heck Capital Advisors
Wisconsin
$4.93M
5
LPL Financial
5
LPL Financial
California
$9.02M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$0
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$370K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$866K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$327K +$327K +4,351 New
DWM
52
Drive Wealth Management
Utah
$323K +$37.8K +500 +13%
WP
53
WealthShield Partners
North Carolina
$310K -$12.4K -164 -4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$307K – – –
AL
55
Aspiriant LLC
California
$297K – – –
RJFSA
56
Raymond James Financial Services Advisors
Florida
$292K -$6.69K -89 -2%
Ameriprise
57
Ameriprise
Minnesota
$285K +$285K +3,788 New
RWG
58
Regal Wealth Group
California
$269K – – –
CCA
59
Column Capital Advisors
Indiana
$226K +$38.1K +506 +20%
OHWP
60
Oak Harbor Wealth Partners
North Carolina
$213K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$203K -$60.3K -802 -23%
CAL
62
Capital Analysts LLC
Pennsylvania
$202K – – –
AWM
63
Avaii Wealth Management
Wisconsin
$202K -$34.8K -462 -15%
FWP
64
FAS Wealth Partners
Kansas
$135K – – –
CWP
65
Concord Wealth Partners
Virginia
$113K – – –
CSWM
66
Cassady Schiller Wealth Management
Ohio
$71.5K +$33.8K +450 +90%
Comerica Bank
67
Comerica Bank
Texas
$63.3K +$63.3K +841 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$55.4K -$1.81K -24 -3%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$51.9K +$6.61K +88 +15%
CFGS
70
Concourse Financial Group Securities
Alabama
$45.6K -$3.32K -44 -7%
NS
71
NBC Securities
Alabama
$33K +$33K +445 New
WOSD
72
WFA of San Diego
California
$12.4K – – –
APC
73
Aspire Private Capital
North Carolina
$6.29K -$76 -1 -1%
CIA
74
Cape Investment Advisory
Georgia
$6.24K – – –
AF
75
Allworth Financial
California
$1.96K +$1.96K +26 New
1 2
3
4