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iShares MSCI USA Equal Weighted ETF
EUSA

100 hedge funds and large institutions have $467M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more capital invested

Capital invested by funds: $399M → $467M (+$68.3M)

12% more funds holding

Funds holding: 89 → 100 (+11)

1.11% less ownership

Funds ownership: 62.63% → 61.51% (-1.1%)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
17
Increased
41
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
Henshaw Capital
Massachusetts
+$48.7M
2
AWM
Avaii Wealth Management
Wisconsin
+$9.63M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$9.47M
4
BlackRock
BlackRock
New York
+$5.95M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.39M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.8M
2
Bank of America
Bank of America
North Carolina
-$19.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$772K
4
JP Morgan Chase
JP Morgan Chase
New York
-$373K
5
AL
Aspiriant LLC
California
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
51
Centaurus Financial
California
$843K -$29.2K -339 -4%
MAM
52
McLean Asset Management
Virginia
$819K – – –
CAL
53
Capital Analysts LLC
Pennsylvania
$736K – – –
YIA
54
YHB Investment Advisors
Connecticut
$701K – – –
CA
55
Cetera Advisors
Colorado
$696K -$18.5K -215 -3%
GRP
56
Global Retirement Partners
California
$689K +$689 +8 +0.1%
TWM
57
Tolleson Wealth Management
Texas
$676K +$640K +7,430 New
CAN
58
Cetera Advisor Networks
California
$655K -$9.64K -112 -2%
William Blair & Company
59
William Blair & Company
Illinois
$643K +$861 +10 +0.1%
GA
60
GSG Advisors
New Jersey
$621K +$76.8K +892 +15%
FF
61
Farrell Financial
New York
$618K +$5.77K +67 +1%
Stifel Financial
62
Stifel Financial
Missouri
$605K +$146K +1,700 +34%
Citigroup
63
Citigroup
New York
$576K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$573K +$44.7K +519 +9%
WANY
65
Wealthspire Advisors (New York)
New York
$527K – – –
FPW
66
Flagship Private Wealth
Massachusetts
$493K +$467K +5,421 New
TRCT
67
Tower Research Capital (TRC)
New York
$484K +$333K +3,866 +266%
CWM
68
Cornerstone Wealth Management
Missouri
$450K -$2.5K -29 -0.6%
NA
69
NewEdge Advisors
Louisiana
$444K +$420K +4,881 New
KFC
70
Klingenstein Fields & Co
New York
$431K +$408K +4,737 New
CAM
71
Cubic Asset Management
Massachusetts
$429K +$200K +2,320 +97%
WP
72
WealthShield Partners
North Carolina
$423K -$1.12K -13 -0.3%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$387K +$114K +1,327 +45%
PP
74
Prudential plc
United Kingdom
$364K – – –
EWA
75
EP Wealth Advisors
California
$344K +$325K +3,780 New
1 2
3
4 5

EUSA Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2024, worth a combined $467M — up 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EUSA positions and 4 closed out — a net gain of 13 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Henshaw Capital, opening a new position worth an estimated $48.7M. The largest seller was Morgan Stanley, cutting an estimated $45.8M.

  • 100 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $467M of iShares MSCI USA Equal Weighted ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 17 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2024 and 4 closed out, a net change of +13 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2024 was Henshaw Capital, an estimated $48.7M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2024.