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iShares MSCI USA Equal Weighted ETF

89 hedge funds and large institutions have $399M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

45% more capital invested

Capital invested by funds: $276M → $399M (+$123M)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

14% more funds holding

Funds holding: 7889 (+11)

8.74% more ownership

Funds ownership: 53.89%62.63% (+8.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
32
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
51
Farrell Financial
New York
$507K +$519K +6,721 New
GA
52
GSG Advisors
New Jersey
$499K +$74.2K +960 +19%
EWM
53
Elmwood Wealth Management
California
$499K -$824K -10,666 -64%
BSB
54
Bangor Savings Bank
Maine
$497K +$455K +5,891 New
WANY
55
Wealthspire Advisors (New York)
New York
$489K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$488K -$2.32K -30 -0.5%
CWM
57
Cornerstone Wealth Management
Missouri
$420K -$386 -5 -0.1%
Stifel Financial
58
Stifel Financial
Missouri
$418K +$383K +4,954 New
WP
59
WealthShield Partners
North Carolina
$393K +$43.1K +558 +14%
DWM
60
Drive Wealth Management
Utah
$361K
Osaic Holdings
61
Osaic Holdings
Arizona
$355K -$63.6K -823 -16%
PP
62
Prudential plc
United Kingdom
$338K +$309K +4,000 New
Ameriprise
63
Ameriprise
Minnesota
$321K +$1.24K +16 +0.4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$320K -$7.73K -100 -3%
Creative Planning
65
Creative Planning
Kansas
$312K +$285K +3,690 New
RWG
66
Regal Wealth Group
California
$295K
AL
67
Aspiriant LLC
California
$289K -$40.7K -527 -13%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$263K -$74.7K -967 -24%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$247K -$154K -1,998 -41%
AWM
70
Avaii Wealth Management
Wisconsin
$243K +$15.2K +197 +7%
OHWP
71
Oak Harbor Wealth Partners
North Carolina
$239K
TCA
72
Transcend Capital Advisors
New Jersey
$218K +$200K +2,586 New
KSWA
73
Kathleen S. Wright Associates
Pennsylvania
$218K -$176K -2,275 -47%
CAM
74
Cubic Asset Management
Massachusetts
$203K +$185K +2,400 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$201K +$184K +2,383 New