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iShares MSCI USA Equal Weighted ETF

94 hedge funds and large institutions have $370M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
31
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GRP
51
Global Retirement Partners
California
$679K 7,691 +123 +2%
HCC
52
Hirtle Callaghan & Co
Pennsylvania
$657K 7,450 +7,450 New
TWM
53
Tolleson Wealth Management
Texas
$656K 7,430
William Blair & Company
54
William Blair & Company
Illinois
$632K 7,164 +100 +1%
GA
55
GSG Advisors
New Jersey
$607K 6,921
FF
56
Farrell Financial
New York
$601K 6,809 +21 +0.3%
Ameriprise
57
Ameriprise
Minnesota
$570K 6,464 +3,423 +113%
Stifel Financial
58
Stifel Financial
Missouri
$544K 6,165 -489 -7%
WANY
59
Wealthspire Advisors (New York)
New York
$511K 5,789
Citigroup
60
Citigroup
New York
$508K 5,759 -573 -9%
NA
61
NewEdge Advisors
Louisiana
$473K 5,362 +481 +10%
CWM
62
Cornerstone Wealth Management
Missouri
$436K 4,945 -4 -0.1%
KFC
63
Klingenstein Fields & Co
New York
$418K 4,737
CWM
64
Congress Wealth Management
Massachusetts
$417K 4,720 +4,720 New
EWA
65
EP Wealth Advisors
California
$409K 4,630 +850 +22%
WP
66
WealthShield Partners
North Carolina
$390K 4,424 -221 -5%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$328K 3,715 +3 +0.1%
Creative Planning
68
Creative Planning
Kansas
$326K 3,690
ASN
69
Advisory Services Network
Georgia
$309K 3,505 +3,505 New
FPW
70
Flagship Private Wealth
Massachusetts
$284K 3,219 -2,202 -41%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$283K 3,202 -175 -5%
TRCT
72
Tower Research Capital (TRC)
New York
$278K 3,153 -2,164 -41%
TCA
73
Transcend Capital Advisors
New Jersey
$271K 3,069 +98 +3%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$230K 2,606 -1,646 -39%
KSWA
75
Kathleen S. Wright Associates
Pennsylvania
$228K 2,580