EUSA icon

iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

97 hedge funds and large institutions have $408M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+9
Holders Change %
+10.23%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
40
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avaii Wealth Management
Wisconsin
$10.4M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$10M
3
BlackRock
BlackRock
New York
$8.43M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$49.9M
5
DIA
Davidson Investment Advisors
Montana
$26.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$25.6M
2
Bank of America
Bank of America
North Carolina
$47.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.39M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74M
5
AL
Aspiriant LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
51
YHB Investment Advisors
Connecticut
$701K – – –
CA
52
Cetera Advisors
Colorado
$696K -$19.6K -215 -3%
GRP
53
Global Retirement Partners
California
$689K +$728 +8 +0.1%
TWM
54
Tolleson Wealth Management
Texas
$676K +$676K +7,430 New
CAN
55
Cetera Advisor Networks
California
$655K -$10.2K -112 -2%
William Blair & Company
56
William Blair & Company
Illinois
$643K +$910 +10 +0.1%
GA
57
GSG Advisors
New Jersey
$621K +$80K +892 +15%
FF
58
Farrell Financial
New York
$618K +$6.1K +67 +1%
Stifel Financial
59
Stifel Financial
Missouri
$605K +$155K +1,700 +34%
Citigroup
60
Citigroup
New York
$576K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$573K +$47.2K +519 +9%
WANY
62
Wealthspire Advisors (New York)
New York
$527K – – –
FPW
63
Flagship Private Wealth
Massachusetts
$493K +$493K +5,421 New
TRCT
64
Tower Research Capital (TRC)
New York
$484K +$352K +3,866 +266%
CWM
65
Cornerstone Wealth Management
Missouri
$450K -$2.64K -29 -0.6%
NA
66
NewEdge Advisors
Louisiana
$444K +$444K +4,881 New
KFC
67
Klingenstein Fields & Co
New York
$431K +$431K +4,737 New
CAM
68
Cubic Asset Management
Massachusetts
$429K +$211K +2,320 +97%
WP
69
WealthShield Partners
North Carolina
$423K -$1.18K -13 -0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$387K +$121K +1,327 +45%
PP
71
Prudential plc
United Kingdom
$364K – – –
EWA
72
EP Wealth Advisors
California
$344K +$344K +3,780 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$338K -$6.64K -73 -2%
Creative Planning
74
Creative Planning
Kansas
$336K – – –
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$329K +$329K +3,611 New
1 2
3
4 5