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iShares MSCI USA Equal Weighted ETF

78 hedge funds and large institutions have $276M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 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

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7178 (+7)

9% more capital invested

Capital invested by funds: $254M → $276M (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.18% less ownership

Funds ownership: 55.07%53.89% (-1.2%)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
24
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
51
Kathleen S. Wright Associates
Pennsylvania
$365K
JMPWA
52
JP Morgan Private Wealth Advisors
California
$327K +$344K +4,351 New
DWM
53
Drive Wealth Management
Utah
$323K +$39.5K +500 +13%
WP
54
WealthShield Partners
North Carolina
$310K -$13K -164 -4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$307K
AL
56
Aspiriant LLC
California
$297K
RJFSA
57
Raymond James Financial Services Advisors
Florida
$292K -$7.03K -89 -2%
Ameriprise
58
Ameriprise
Minnesota
$285K +$299K +3,788 New
RWG
59
Regal Wealth Group
California
$269K
CCA
60
Column Capital Advisors
Indiana
$226K +$40K +506 +20%
OHWP
61
Oak Harbor Wealth Partners
North Carolina
$213K
TRCT
62
Tower Research Capital (TRC)
New York
$203K -$63.3K -802 -23%
CAL
63
Capital Analysts LLC
Pennsylvania
$202K
AWM
64
Avaii Wealth Management
Wisconsin
$202K -$36.5K -462 -15%
FWP
65
FAS Wealth Partners
Kansas
$135K
CWP
66
Concord Wealth Partners
Virginia
$113K
CSWM
67
Cassady Schiller Wealth Management
Ohio
$71.5K +$35.5K +450 +90%
Comerica Bank
68
Comerica Bank
Texas
$63.3K +$66.4K +841 New
JP Morgan Chase
69
JP Morgan Chase
New York
$55.4K -$1.9K -24 -3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$51.9K +$6.95K +88 +15%
CFGS
71
Concourse Financial Group Securities
Alabama
$45.5K -$3.48K -44 -7%
NS
72
NBC Securities
Alabama
$33K +$35.1K +445 New
WOSD
73
WFA of San Diego
California
$12.4K
APC
74
Aspire Private Capital
North Carolina
$6.29K -$79 -1 -1%
CIA
75
Cape Investment Advisory
Georgia
$6.24K