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iShares MSCI USA Equal Weighted ETF

97 hedge funds and large institutions have $427M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2.49% less ownership

Funds ownership: 61.51%59.03% (-2.5%)

3% less funds holding

Funds holding: 10097 (-3)

9% less capital invested

Capital invested by funds: $467M → $427M (-$40.1M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
33
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$782K +$782K +8,860 New
CAL
52
Capital Analysts LLC
Pennsylvania
$714K
YIA
53
YHB Investment Advisors
Connecticut
$680K
GRP
54
Global Retirement Partners
California
$679K +$10.8K +123 +2%
HCC
55
Hirtle Callaghan & Co
Pennsylvania
$657K +$657K +7,450 New
TWM
56
Tolleson Wealth Management
Texas
$656K
William Blair & Company
57
William Blair & Company
Illinois
$632K +$8.82K +100 +1%
GA
58
GSG Advisors
New Jersey
$607K
FF
59
Farrell Financial
New York
$601K +$1.85K +21 +0.3%
Ameriprise
60
Ameriprise
Minnesota
$570K +$302K +3,423 +113%
Stifel Financial
61
Stifel Financial
Missouri
$544K -$43.1K -489 -7%
WANY
62
Wealthspire Advisors (New York)
New York
$511K
Citigroup
63
Citigroup
New York
$508K -$50.5K -573 -9%
NA
64
NewEdge Advisors
Louisiana
$473K +$42.4K +481 +10%
CWM
65
Cornerstone Wealth Management
Missouri
$436K -$353 -4 -0.1%
KFC
66
Klingenstein Fields & Co
New York
$418K
CWM
67
Congress Wealth Management
Massachusetts
$417K +$416K +4,720 New
EWA
68
EP Wealth Advisors
California
$409K +$75K +850 +22%
WP
69
WealthShield Partners
North Carolina
$390K -$19.5K -221 -5%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$328K +$265 +3 +0.1%
Creative Planning
71
Creative Planning
Kansas
$326K
ASN
72
Advisory Services Network
Georgia
$309K +$309K +3,505 New
FPW
73
Flagship Private Wealth
Massachusetts
$284K -$194K -2,202 -41%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$283K -$15.4K -175 -5%
TRCT
75
Tower Research Capital (TRC)
New York
$278K -$191K -2,164 -41%