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iShares MSCI USA Equal Weighted ETF

88 hedge funds and large institutions have $398M 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, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.29%
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
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GA
51
GSG Advisors
New Jersey
$499K +$79.5K +960 +19%
EWM
52
Elmwood Wealth Management
California
$499K -$901K -10,666 -64%
BSB
53
Bangor Savings Bank
Maine
$497K +$497K +5,891 New
WANY
54
Wealthspire Advisors (New York)
New York
$489K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$488K -$2.53K -30 -0.5%
CWM
56
Cornerstone Wealth Management
Missouri
$420K -$422 -5 -0.1%
Stifel Financial
57
Stifel Financial
Missouri
$418K +$418K +4,954 New
WP
58
WealthShield Partners
North Carolina
$393K +$47.1K +558 +14%
DWM
59
Drive Wealth Management
Utah
$361K
Osaic Holdings
60
Osaic Holdings
Arizona
$355K -$69.5K -823 -16%
PP
61
Prudential plc
United Kingdom
$338K +$338K +4,000 New
Ameriprise
62
Ameriprise
Minnesota
$321K +$1.35K +16 +0.4%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$320K -$8.44K -100 -3%
Creative Planning
64
Creative Planning
Kansas
$312K +$312K +3,690 New
RWG
65
Regal Wealth Group
California
$295K
AL
66
Aspiriant LLC
California
$289K -$44.5K -527 -13%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$263K -$81.6K -967 -24%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$247K -$169K -1,998 -41%
AWM
69
Avaii Wealth Management
Wisconsin
$243K +$16.6K +197 +7%
OHWP
70
Oak Harbor Wealth Partners
North Carolina
$239K
TCA
71
Transcend Capital Advisors
New Jersey
$218K +$218K +2,586 New
KSWA
72
Kathleen S. Wright Associates
Pennsylvania
$218K -$192K -2,275 -47%
CAM
73
Cubic Asset Management
Massachusetts
$203K +$203K +2,400 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$201K +$201K +2,383 New
FWP
75
FAS Wealth Partners
Kansas
$152K