iShares MSCI USA Equal Weighted ETF
EUSA
72 hedge funds and large institutions have $236M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $208M → $236M (+$28.3M)
1% more funds holding
Funds holding: 71 → 72 (+1)
1.29% more ownership
Funds ownership: 51.35% → 52.64% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 24
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.4M |
| 2 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$2.91M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.18M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.01M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.89M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 5 |
AssetMark Inc
Concord,
California
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
76
Kraematon Investment Advisors
Braintree,
Massachusetts
| – | -$63.5K | -870 | Closed |
|
|
NA
77
NewEdge Advisors
New Orleans,
Louisiana
| – | -$19.9K | -273 | Closed |
|
|
PMFA
78
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$12.1K | -166 | Closed |
|
79
BlackRock
New York
| – | -$802 | -11 | Closed |
|
EUSA Hedge Fund Activity: Q1 2023 in Review
72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2023, worth a combined $236M — up 14% from $208M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EUSA positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $18.4M. The largest seller was Envestnet Asset Management, cutting an estimated $2.18M.
- 72 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2023, up from 71 in Q4 2022.
- Funds reported $236M of iShares MSCI USA Equal Weighted ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 8 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2023 and 7 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2023 was Bank of America, an estimated $18.4M added.
- The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2023.