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iShares MSCI USA Equal Weighted ETF

95 hedge funds and large institutions have $539M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $427M → $539M (+$112M)

4.62% more ownership

Funds ownership: 59.03%63.65% (+4.6%)

2% less funds holding

Funds holding: 9795 (-2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
26
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$840K +$99.3K +1,086 +14%
CAL
52
Capital Analysts LLC
Pennsylvania
$774K
YIA
53
YHB Investment Advisors
Connecticut
$737K
TWM
54
Tolleson Wealth Management
Texas
$711K
FF
55
Farrell Financial
New York
$666K -$10.7K -117 -2%
GA
56
GSG Advisors
New Jersey
$659K
NA
57
NewEdge Advisors
Louisiana
$638K +$119K +1,306 +24%
Ameriprise
58
Ameriprise
Minnesota
$565K -$51.6K -564 -9%
WANY
59
Wealthspire Advisors (New York)
New York
$529K -$23.9K -261 -5%
CWM
60
Cornerstone Wealth Management
Missouri
$473K -$732 -8 -0.2%
KFC
61
Klingenstein Fields & Co
New York
$454K
EWA
62
EP Wealth Advisors
California
$440K -$2.74K -30 -0.6%
WP
63
WealthShield Partners
North Carolina
$399K -$23.3K -255 -6%
Creative Planning
64
Creative Planning
Kansas
$353K
William Blair & Company
65
William Blair & Company
Illinois
$330K -$340K -3,715 -52%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$313K +$299K +3,274 New
TCA
67
Transcend Capital Advisors
New Jersey
$309K +$14.8K +162 +5%
ASN
68
Advisory Services Network
Georgia
$309K
FPW
69
Flagship Private Wealth
Massachusetts
$308K +$183 +2 +0.1%
AAS
70
Avantax Advisory Services
Texas
$282K +$270K +2,950 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$282K +$50.2K +549 +23%
Osaic Holdings
72
Osaic Holdings
Arizona
$277K -$650K -7,107 -71%
CF
73
Centaurus Financial
California
$272K -$567K -6,205 -69%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$271K -$33.8K -370 -12%
EH
75
Equitable Holdings
New York
$252K +$16.6K +182 +7%