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iShares MSCI USA Equal Weighted ETF
EUSA

100 hedge funds and large institutions have $467M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more capital invested

Capital invested by funds: $399M → $467M (+$68.3M)

12% more funds holding

Funds holding: 89 → 100 (+11)

1.11% less ownership

Funds ownership: 62.63% → 61.51% (-1.1%)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
17
Increased
41
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
Henshaw Capital
Massachusetts
+$48.7M
2
AWM
Avaii Wealth Management
Wisconsin
+$9.63M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$9.47M
4
BlackRock
BlackRock
New York
+$5.95M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.39M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.8M
2
Bank of America
Bank of America
North Carolina
-$19.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$772K
4
JP Morgan Chase
JP Morgan Chase
New York
-$373K
5
AL
Aspiriant LLC
California
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$338K -$6.28K -73 -2%
Creative Planning
77
Creative Planning
Kansas
$336K – – –
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$329K +$311K +3,611 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$307K +$22.3K +259 +8%
Ameriprise
80
Ameriprise
Minnesota
$277K -$65.7K -763 -20%
TCA
81
Transcend Capital Advisors
New Jersey
$270K +$33.1K +385 +15%
FTUS
82
Flow Traders U.S.
New York
$263K +$248K +2,885 New
OHWP
83
Oak Harbor Wealth Partners
North Carolina
$258K – – –
KSWA
84
Kathleen S. Wright Associates
Pennsylvania
$235K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$217K +$207K +2,408 New
PCIA
86
Prime Capital Investment Advisors
Kansas
$206K +$195K +2,260 New
CSWM
87
Cassady Schiller Wealth Management
Ohio
$184K +$51.6K +600 +42%
FWP
88
FAS Wealth Partners
Kansas
$164K – – –
CWP
89
Concord Wealth Partners
Virginia
$136K – – –
Comerica Bank
90
Comerica Bank
Texas
$133K +$53.9K +626 +74%
CFGS
91
Concourse Financial Group Securities
Alabama
$54.2K – – –
NS
92
NBC Securities
Alabama
$41K – – –
AssetMark Inc
93
AssetMark Inc
California
$22.7K +$21.5K +250 New
IRC
94
Investors Research Corp
Georgia
$18.5K +$17.5K +203 New
ACA
95
Aptus Capital Advisors
Alabama
$13.9K +$13.2K +153 New
MG
96
Mather Group
Illinois
$9.71K +$9.9K +115 New
APC
97
Aspire Private Capital
North Carolina
$7.71K +$86 +1 +1%
CIA
98
Cape Investment Advisory
Georgia
$7.55K – – –
AF
99
Allworth Financial
California
$2.37K – – –
GWS
100
Glassman Wealth Services
Virginia
$1.64K – – –
1 2 3
4
5

EUSA Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Equal Weighted ETF (EUSA) for Q1 2024, worth a combined $467M — up 17% from $399M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EUSA positions and 4 closed out — a net gain of 13 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Henshaw Capital, opening a new position worth an estimated $48.7M. The largest seller was Morgan Stanley, cutting an estimated $45.8M.

  • 100 institutional investors held iShares MSCI USA Equal Weighted ETF (EUSA) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $467M of iShares MSCI USA Equal Weighted ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 17 funds opened new iShares MSCI USA Equal Weighted ETF positions in Q1 2024 and 4 closed out, a net change of +13 holders.
  • The largest iShares MSCI USA Equal Weighted ETF buyer in Q1 2024 was Henshaw Capital, an estimated $48.7M added.
  • The largest iShares MSCI USA Equal Weighted ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2024.