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iShares MSCI USA Equal Weighted ETF
EUSA

Overview Fund Activity

97 hedge funds and large institutions have $408M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+9
Holders Change %
+10.23%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
40
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avaii Wealth Management
Wisconsin
$10.4M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$10M
3
BlackRock
BlackRock
New York
$8.43M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$49.9M
5
DIA
Davidson Investment Advisors
Montana
$26.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$25.6M
2
Bank of America
Bank of America
North Carolina
$47.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.39M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74M
5
AL
Aspiriant LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$307K +$23.5K +259 +8%
Ameriprise
77
Ameriprise
Minnesota
$277K -$69.4K -763 -20%
TCA
78
Transcend Capital Advisors
New Jersey
$270K +$35K +385 +15%
FTUS
79
Flow Traders U.S.
New York
$263K +$263K +2,885 New
OHWP
80
Oak Harbor Wealth Partners
North Carolina
$258K – – –
KSWA
81
Kathleen S. Wright Associates
Pennsylvania
$235K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$217K +$217K +2,408 New
PCIA
83
Prime Capital Investment Advisors
Kansas
$206K +$206K +2,260 New
CSWM
84
Cassady Schiller Wealth Management
Ohio
$184K +$54.6K +600 +42%
FWP
85
FAS Wealth Partners
Kansas
$164K – – –
CWP
86
Concord Wealth Partners
Virginia
$136K – – –
Comerica Bank
87
Comerica Bank
Texas
$133K +$57K +626 +74%
CFGS
88
Concourse Financial Group Securities
Alabama
$54.2K – – –
NS
89
NBC Securities
Alabama
$41K – – –
AssetMark Inc
90
AssetMark Inc
California
$22.7K +$22.7K +250 New
IRC
91
Investors Research Corp
Georgia
$18.5K +$18.5K +203 New
ACA
92
Aptus Capital Advisors
Alabama
$13.9K +$13.9K +153 New
MG
93
Mather Group
Illinois
$9.71K +$9.71K +115 New
APC
94
Aspire Private Capital
North Carolina
$7.71K +$91 +1 +1%
CIA
95
Cape Investment Advisory
Georgia
$7.55K – – –
AF
96
Allworth Financial
California
$2.37K – – –
GWS
97
Glassman Wealth Services
Virginia
$1.64K – – –
AL
98
Aspiriant LLC
California
– -$289K -3,422 Closed
ASN
99
Advisory Services Network
Georgia
– -$127K -1,505 Closed
HCA
100
Heck Capital Advisors
Wisconsin
– -$3.88K -46 Closed
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4
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