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iShares MSCI USA Equal Weighted ETF

95 hedge funds and large institutions have $539M invested in iShares MSCI USA Equal Weighted ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $427M → $539M (+$112M)

4.62% more ownership

Funds ownership: 59.03%63.65% (+4.6%)

2% less funds holding

Funds holding: 9795 (-2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
26
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
76
Kathleen S. Wright Associates
Pennsylvania
$247K
OHWP
77
Oak Harbor Wealth Partners
North Carolina
$221K
Corient Private Wealth
78
Corient Private Wealth
Florida
$220K
PCIA
79
Prime Capital Investment Advisors
Kansas
$218K +$208K +2,273 New
CSWM
80
Cassady Schiller Wealth Management
Ohio
$193K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$158K -$87K -951 -36%
FWP
82
FAS Wealth Partners
Kansas
$152K
CWP
83
Concord Wealth Partners
Virginia
$144K
Comerica Bank
84
Comerica Bank
Texas
$140K
CFGS
85
Concourse Financial Group Securities
Alabama
$52.9K -$3.93K -43 -7%
RTC
86
Riverview Trust Company
Washington
$45.5K +$43.4K +475 New
Jones Financial Companies
87
Jones Financial Companies
Missouri
$34.3K +$12K +131 +57%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$30.7K -$29.1K -318 -50%
WOSD
89
WFA of San Diego
California
$15.8K
APC
90
Aspire Private Capital
North Carolina
$8.17K
CIA
91
Cape Investment Advisory
Georgia
$7.95K
HCA
92
Heck Capital Advisors
Wisconsin
$5.5K +$5.3K +58 New
AF
93
Allworth Financial
California
$2.49K
PS
94
Principal Securities
Iowa
$2.2K +$2.1K +23 New
GWS
95
Glassman Wealth Services
Virginia
$1.72K
AWM
96
Avaii Wealth Management
Wisconsin
-$9.85M -111,588 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$3.39M -38,429 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$2.88M -32,640 Closed
IFG
99
Independent Financial Group
California
-$1.52M -17,169 Closed
DWM
100
Drive Wealth Management
Utah
-$1.03M -11,636 Closed