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iShares MSCI USA Equal Weighted ETF
EUSA
EUSA
78 hedge funds and large institutions have $276M invested in iShares MSCI USA Equal Weighted ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
10% more funds holding
Funds holding: 71 → 78 (+7)
9% more capital invested
Capital invested by funds: $254M → $276M (+$21.8M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.18% less ownership
Funds ownership: 55.07% → 53.89% (-1.2%)
Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$8.18M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$7.41M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$5.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.35M |
Top Sellers
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$11.4M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.94M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.93M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.51M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $1.96K | +$2.05K | +26 | New |
|
|
GI
77
Gradient Investments
Arden Hills,
Minnesota
| $1.9K | +$1.97K | +25 | New |
|
|
GWS
78
Glassman Wealth Services
Vienna,
Virginia
| $1.35K | – | – | – |
|
|
WCP
79
Wick Capital Partners
Wayne,
Pennsylvania
| – | -$11.4M | -145,114 | Closed |
|
|
80
Corient Private Wealth
Miami,
Florida
| – | -$1.94M | -24,584 | Closed |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$1.51M | -19,125 | Closed |
|
|
SPC
82
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$435K | -5,525 | Closed |
|
|
TCA
83
Transcend Capital Advisors
Madison,
New Jersey
| – | -$233K | -2,951 | Closed |
|
|
HS
84
Horan Securities
Cincinnati,
United States
| – | -$145K | -1,836 | Closed |
|