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iShares MSCI USA Equal Weighted ETF

109 hedge funds and large institutions have $624M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
38
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
51
McLean Asset Management
Virginia
$867K
OIA
52
OneDigital Investment Advisors
Kansas
$845K
SIC
53
Sage Investment Counsel
Tennessee
$830K +$830K +8,707 New
Citigroup
54
Citigroup
New York
$798K -$1.09M -11,412 -58%
PA
55
PFG Advisors
Arizona
$778K -$128K -1,339 -14%
CAL
56
Capital Analysts LLC
Pennsylvania
$771K
YIA
57
YHB Investment Advisors
Connecticut
$734K
TWM
58
Tolleson Wealth Management
Texas
$709K
AAS
59
Avantax Advisory Services
Texas
$694K +$412K +4,325 +147%
GA
60
GSG Advisors
New Jersey
$660K
FF
61
Farrell Financial
New York
$641K +$2.48K +26 +0.4%
BCA
62
Bay Capital Advisors
Virginia
$591K +$591K +6,200 New
NA
63
NewEdge Advisors
Louisiana
$572K -$63.6K -667 -10%
Ameriprise
64
Ameriprise
Minnesota
$560K -$2.96K -31 -0.5%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$553K +$241K +2,530 +77%
WB
66
Webster Bank
Connecticut
$541K +$541K +5,674 New
WP
67
WealthShield Partners
North Carolina
$477K +$79.2K +831 +20%
CWM
68
Cornerstone Wealth Management
Missouri
$467K -$3.34K -35 -0.7%
CWM
69
Congress Wealth Management
Massachusetts
$461K -$450K -4,720 -49%
KFC
70
Klingenstein Fields & Co
New York
$452K
EWA
71
EP Wealth Advisors
California
$439K
TCA
72
Transcend Capital Advisors
New Jersey
$416K +$108K +1,135 +35%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$381K +$111K +1,162 +41%
SC
74
Syon Capital
California
$377K +$377K +3,951 New
Creative Planning
75
Creative Planning
Kansas
$352K